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 | $1,160,109 | $91,190+1172.2% | $178,490+550.0% | $79,858+1352.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 21.75% | 24.19%-2.4pp | 151.07%-129.3pp | 31.71%-10.0pp |
| Employer contribution / active EE | $29,904 | $3,256+818.5% | $5,011+496.8% | $2,471+1110.3% |
| Participant deferral / active EE | $17,493 | $3,236+440.6% | $5,202+236.3% | $3,740+367.7% |
| Admin fee / account holder | $27,424 | $6,751+306.2% | $13,984+96.1% | $5,306+416.8% |