See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,035,433 | $85,202+1115.3% | $172,739+499.4% | $72,985+1318.7% |
| Participation rate | 88.9% | 70.1%+18.8pp | 82.6%+6.2pp | 69.5%+19.4pp |
| Annual return | 17.26% | 27.32%-10.1pp | 802.84%-785.6pp | 81.00%-63.7pp |
| Employer contribution / active EE | $33,703 | $3,324+913.8% | $5,143+555.3% | $2,440+1281.4% |
| Participant deferral / active EE | $21,618 | $3,260+563.1% | $5,198+315.9% | $3,607+499.3% |
| Admin fee / account holder | $285,131 | $5,884+4746.0% | $13,954+1943.4% | $5,124+5464.2% |