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 | $1,337,558 | $80,717+1557.1% | $154,803+764.0% | $84,808+1477.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.99% | 37.96%-20.0pp | 58.88%-40.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $34,925 | $2,761+1164.8% | $4,305+711.2% | $2,631+1227.5% |
| Participant deferral / active EE | $20,284 | $3,303+514.1% | $5,540+266.1% | $4,212+381.6% |
| Admin fee / account holder | $128,631 | $6,746+1806.9% | $14,329+797.7% | $7,344+1651.6% |