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 | $1,342,362 | $81,248+1552.2% | $155,509+763.2% | $80,856+1560.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 32.72% | 33.31%-0.6pp | 64.67%-31.9pp | 35.59%-2.9pp |
| Employer contribution / active EE | $34,252 | $3,100+1004.8% | $4,672+633.1% | $2,755+1143.4% |
| Participant deferral / active EE | $18,569 | $3,452+438.0% | $5,626+230.0% | $4,296+332.3% |
| Admin fee / account holder | $38,658 | $7,997+383.4% | $15,912+142.9% | $6,918+458.8% |