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 | $936,666 | $81,248+1052.8% | $155,509+502.3% | $80,856+1058.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 28.39% | 33.31%-4.9pp | 64.67%-36.3pp | 35.59%-7.2pp |
| Employer contribution / active EE | $43,301 | $3,100+1296.7% | $4,672+826.7% | $2,755+1471.8% |
| Participant deferral / active EE | $23,359 | $3,452+576.8% | $5,626+315.2% | $4,296+443.8% |
| Admin fee / account holder | $53,798 | $7,997+572.7% | $15,912+238.1% | $6,918+677.7% |