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 | $1,006,787 | $84,233+1095.2% | $170,442+490.7% | $70,131+1335.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.18% | 23.06%-8.9pp | 205.93%-191.7pp | 73.14%-59.0pp |
| Employer contribution / active EE | $27,373 | $3,387+708.2% | $5,433+403.9% | $2,342+1068.6% |
| Participant deferral / active EE | $10,316 | $3,086+234.3% | $4,939+108.8% | $3,332+209.6% |
| Admin fee / account holder | $4,429 | $5,698-22.3% | $13,880-68.1% | $4,645-4.6% |