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 | $116,167+1015.7% | $64,489+1909.7% | $137,256+844.2% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 18.74% | 36.55%-17.8pp | 55.03%-36.3pp | 220.34%-201.6pp |
| Employer contribution / active EE | $11,602 | $2,483+367.3% | $1,523+661.7% | $4,156+179.2% |
| Participant deferral / active EE | $6,550 | $4,215+55.4% | $2,778+135.8% | $6,407+2.2% |
| Admin fee / account holder | $52,718 | $6,188+751.9% | $4,260+1137.5% | $12,270+329.6% |