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 | $1,291,043 | $91,190+1315.8% | $178,490+623.3% | $79,858+1516.7% |
| Participation rate | 88.5% | 69.2%+19.3pp | 81.9%+6.5pp | 69.6%+18.8pp |
| Annual return | 21.07% | 24.19%-3.1pp | 151.07%-130.0pp | 31.71%-10.6pp |
| Employer contribution / active EE | $30,775 | $3,256+845.3% | $5,011+514.2% | $2,471+1145.6% |
| Participant deferral / active EE | $18,928 | $3,236+484.9% | $5,202+263.9% | $3,740+406.1% |
| Admin fee / account holder | $4,490 | $6,751-33.5% | $13,984-67.9% | $5,306-15.4% |