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 | $1,266,661 | $80,717+1469.3% | $154,803+718.2% | $84,808+1393.6% |
| Participation rate | 95.3% | 66.8%+28.5pp | 78.1%+17.3pp | 68.3%+27.0pp |
| Annual return | 14.12% | 37.96%-23.8pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $40,224 | $2,761+1356.7% | $4,305+834.3% | $2,631+1428.8% |
| Participant deferral / active EE | $22,697 | $3,303+587.1% | $5,540+309.7% | $4,212+438.9% |
| Admin fee / account holder | $78,758 | $6,746+1067.5% | $14,329+449.6% | $7,344+972.4% |