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 | $1,231,088 | $80,717+1425.2% | $154,803+695.3% | $84,808+1351.6% |
| Participation rate | 98.5% | 66.8%+31.7pp | 78.1%+20.5pp | 68.3%+30.2pp |
| Annual return | 19.58% | 37.96%-18.4pp | 58.88%-39.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $40,920 | $2,761+1381.9% | $4,305+850.4% | $2,631+1455.3% |
| Participant deferral / active EE | $25,548 | $3,303+673.5% | $5,540+361.1% | $4,212+506.6% |
| Admin fee / account holder | $57,211 | $6,746+748.1% | $14,329+299.3% | $7,344+679.0% |