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 | $1,042,783 | $80,717+1191.9% | $154,803+573.6% | $84,808+1129.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.52% | 37.96%-24.4pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $44,432 | $2,761+1509.1% | $4,305+932.0% | $2,631+1588.8% |
| Participant deferral / active EE | $23,784 | $3,303+620.0% | $5,540+329.3% | $4,212+464.7% |
| Admin fee / account holder | $31,062 | $6,746+360.5% | $14,329+116.8% | $7,344+323.0% |