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 | $1,440,283 | $104,974+1272.0% | $95,585+1406.8% | $142,382+911.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 13.92% | 210.33%-196.4pp | 38.56%-24.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,494 | $2,779+25.8% | $2,527+38.3% | $4,299-18.7% |
| Participant deferral / active EE | $9,575 | $4,352+120.0% | $4,023+138.0% | $6,507+47.1% |
| Admin fee / account holder | $59,730 | $6,386+835.3% | $6,127+874.8% | $12,624+373.2% |