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 | $1,321,489 | $106,890+1136.3% | $84,015+1472.9% | $152,861+764.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.46% | 104.99%-80.5pp | 71.31%-46.8pp | 345.32%-320.9pp |
| Employer contribution / active EE | $9,071 | $2,734+231.8% | $1,983+357.3% | $4,762+90.5% |
| Participant deferral / active EE | $19,080 | $4,011+375.7% | $3,239+489.1% | $5,850+226.1% |
| Admin fee / account holder | $3,005 | $8,285-63.7% | $6,101-50.7% | $11,596-74.1% |