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 | $1,088,661 | $81,248+1239.9% | $155,509+600.1% | $80,856+1246.4% |
| Participation rate | 90.9% | 66.2%+24.7pp | 78.2%+12.7pp | 67.6%+23.3pp |
| Annual return | 19.85% | 33.31%-13.5pp | 64.67%-44.8pp | 35.59%-15.7pp |
| Employer contribution / active EE | $24,442 | $3,100+688.4% | $4,672+423.1% | $2,755+787.2% |
| Participant deferral / active EE | $23,268 | $3,452+574.1% | $5,626+313.6% | $4,296+441.6% |
| Admin fee / account holder | $4,286 | $7,997-46.4% | $15,912-73.1% | $6,918-38.1% |