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 | $1,384,060 | $80,717+1614.7% | $154,803+794.1% | $84,808+1532.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.22% | 37.96%-24.7pp | 58.88%-45.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $43,120 | $2,761+1461.6% | $4,305+901.5% | $2,631+1538.9% |
| Participant deferral / active EE | $21,634 | $3,303+555.0% | $5,540+290.5% | $4,212+413.7% |
| Admin fee / account holder | $115,366 | $6,746+1610.2% | $14,329+705.1% | $7,344+1470.9% |