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 | $1,182,266 | $105,931+1016.1% | $81,930+1343.0% | $158,922+643.9% |
| Participation rate | 90.9% | 75.6%+15.3pp | 72.0%+18.9pp | 82.0%+9.0pp |
| Annual return | 12.74% | 38.17%-25.4pp | 29.49%-16.7pp | 302.83%-290.1pp |
| Employer contribution / active EE | $31,175 | $7,800+299.7% | $4,310+623.3% | $4,761+554.8% |
| Participant deferral / active EE | $1,182 | $13,003-90.9% | $7,107-83.4% | $5,982-80.2% |
| Admin fee / account holder | $26,327 | $8,489+210.1% | $5,158+410.4% | $11,246+134.1% |