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 5-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 | $1,189,607 | $108,919+992.2% | $100,391+1085.0% | $145,922+715.2% |
| Participation rate | 92.9% | 82.9%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 12.60% | 57.88%-45.3pp | 49.20%-36.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $27,396 | $4,419+519.9% | $3,942+595.0% | $4,660+487.9% |
| Participant deferral / active EE | $0 | $8,445-100.0% | $8,082-100.0% | $6,688-100.0% |
| Admin fee / account holder | $25,781 | $9,689+166.1% | $7,899+226.4% | $13,397+92.4% |