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 | $1,440,399 | $117,983+1120.9% | $101,794+1315.0% | $142,382+911.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.42% | 36.92%-21.5pp | 30.53%-15.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $31,504 | $2,773+1036.2% | $2,289+1276.4% | $4,299+632.8% |
| Participant deferral / active EE | $13,780 | $4,714+192.3% | $4,084+237.4% | $6,507+111.8% |
| Admin fee / account holder | $20,625 | $10,433+97.7% | $8,777+135.0% | $12,624+63.4% |