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 | $1,304,290 | $88,751+1369.6% | $81,812+1494.3% | $145,922+793.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.50% | 1025.40%-1001.9pp | 773.79%-750.3pp | 561.29%-537.8pp |
| Employer contribution / active EE | $15,316 | $3,083+396.7% | $2,912+425.9% | $4,660+228.7% |
| Participant deferral / active EE | $19,798 | $4,643+326.4% | $4,319+358.4% | $6,688+196.0% |
| Admin fee / account holder | $24,689 | $8,415+193.4% | $7,386+234.3% | $13,397+84.3% |