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 | $1,615,115 | $127,777+1164.0% | $106,548+1415.9% | $167,490+864.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.26% | 33.87%-21.6pp | 26.80%-14.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $11,600 | $3,427+238.5% | $2,819+311.5% | $4,837+139.8% |
| Participant deferral / active EE | $26,000 | $5,087+411.1% | $4,398+491.2% | $6,341+310.0% |
| Admin fee / account holder | $229,587 | $11,228+1944.8% | $7,407+2999.5% | $12,309+1765.2% |