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 | $1,604,683 | $77,899+1959.9% | $149,673+972.1% | $75,163+2034.9% |
| Participation rate | 96.2% | 65.6%+30.6pp | 78.8%+17.4pp | 67.2%+29.0pp |
| Annual return | 17.74% | 31.72%-14.0pp | 134.42%-116.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $38,163 | $3,137+1116.4% | $4,818+692.2% | $2,670+1329.5% |
| Participant deferral / active EE | $23,365 | $3,411+585.0% | $5,680+311.4% | $4,125+466.4% |
| Admin fee / account holder | $2,987 | $5,956-49.9% | $13,210-77.4% | $5,651-47.1% |