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 | $1,617,212 | $81,248+1890.5% | $155,509+939.9% | $80,856+1900.1% |
| Participation rate | 96.7% | 66.2%+30.4pp | 78.2%+18.5pp | 67.6%+29.0pp |
| Annual return | 16.58% | 33.31%-16.7pp | 64.67%-48.1pp | 35.59%-19.0pp |
| Employer contribution / active EE | $35,200 | $3,100+1035.4% | $4,672+653.4% | $2,755+1177.8% |
| Participant deferral / active EE | $24,267 | $3,452+603.1% | $5,626+331.3% | $4,296+464.9% |
| Admin fee / account holder | $17,035 | $7,997+113.0% | $15,912+7.1% | $6,918+146.2% |