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 | $1,080,493 | $69,207+1461.2% | $64,056+1586.8% | $139,434+674.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.84% | 45.88%-35.0pp | 33.69%-22.9pp | 372.94%-362.1pp |
| Employer contribution / active EE | $11,989 | $3,182+276.8% | $2,747+336.5% | $4,751+152.4% |
| Participant deferral / active EE | $14,710 | $4,682+214.2% | $3,880+279.1% | $6,710+119.2% |
| Admin fee / account holder | $4,159 | $4,244-2.0% | $3,068+35.6% | $11,403-63.5% |