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 | $1,291,046 | $77,899+1557.3% | $149,673+762.6% | $75,163+1617.7% |
| Participation rate | 89.3% | 65.6%+23.7pp | 78.8%+10.5pp | 67.2%+22.1pp |
| Annual return | 23.03% | 31.72%-8.7pp | 134.42%-111.4pp | 160.62%-137.6pp |
| Employer contribution / active EE | $36,710 | $3,137+1070.1% | $4,818+662.0% | $2,670+1275.0% |
| Participant deferral / active EE | $24,184 | $3,411+609.0% | $5,680+325.8% | $4,125+486.3% |
| Admin fee / account holder | $88,869 | $5,956+1392.0% | $13,210+572.7% | $5,651+1472.6% |