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 | $1,138,065 | $109,881+935.7% | $150,045+658.5% | $84,808+1241.9% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 14.54% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $22,736 | $3,561+538.4% | $4,693+384.4% | $2,631+764.2% |
| Participant deferral / active EE | $16,263 | $6,636+145.1% | $7,997+103.4% | $4,212+286.1% |
| Admin fee / account holder | $31,855 | $8,568+271.8% | $13,435+137.1% | $7,344+333.8% |