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 | $1,296,024 | $118,427+994.4% | $66,042+1862.4% | $142,382+810.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 18.74% | 35.57%-16.8pp | 52.11%-33.4pp | 217.08%-198.3pp |
| Employer contribution / active EE | $11,602 | $2,570+351.5% | $1,579+634.6% | $4,299+169.9% |
| Participant deferral / active EE | $6,550 | $4,311+51.9% | $2,835+131.0% | $6,507+0.7% |
| Admin fee / account holder | $52,718 | $9,593+449.5% | $5,747+817.4% | $12,624+317.6% |