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 | $1,220,094 | $89,355+1265.5% | $141,162+764.3% | $72,985+1571.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.94% | 111.85%-88.9pp | 71.39%-48.4pp | 81.00%-58.1pp |
| Employer contribution / active EE | $11,883 | $3,114+281.6% | $4,735+151.0% | $2,440+387.1% |
| Participant deferral / active EE | $3,067 | $5,418-43.4% | $6,709-54.3% | $3,607-15.0% |
| Admin fee / account holder | $25,490 | $5,958+327.8% | $10,261+148.4% | $5,124+397.4% |