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 | $1,317,083 | $95,416+1280.4% | $185,823+608.8% | $85,850+1434.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.82% | 23.59%-5.8pp | 122.05%-104.2pp | 318.53%-300.7pp |
| Employer contribution / active EE | $30,964 | $3,314+834.4% | $5,167+499.2% | $2,565+1107.1% |
| Participant deferral / active EE | $17,221 | $3,423+403.0% | $5,568+209.3% | $3,952+335.8% |
| Admin fee / account holder | $35,656 | $7,213+394.3% | $16,237+119.6% | $6,260+469.6% |