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 | $1,072,452 | $101,618+955.4% | $93,063+1052.4% | $137,256+681.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 12.80% | 223.95%-211.1pp | 34.15%-21.4pp | 220.34%-207.5pp |
| Employer contribution / active EE | $21,133 | $2,707+680.6% | $2,476+753.5% | $4,156+408.5% |
| Participant deferral / active EE | $26,459 | $4,279+518.3% | $3,958+568.4% | $6,407+313.0% |
| Admin fee / account holder | $9,214 | $6,198+48.6% | $6,033+52.7% | $12,270-24.9% |