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 | $1,680,322 | $95,416+1661.0% | $185,823+804.3% | $85,850+1857.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.53% | 23.59%-9.1pp | 122.05%-107.5pp | 318.53%-304.0pp |
| Employer contribution / active EE | $59,327 | $3,314+1690.4% | $5,167+1048.1% | $2,565+2212.9% |
| Participant deferral / active EE | $3,169 | $3,423-7.4% | $5,568-43.1% | $3,952-19.8% |
| Admin fee / account holder | $18,237 | $7,213+152.8% | $16,237+12.3% | $6,260+191.3% |