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 | $916,805 | $81,248+1028.4% | $155,509+489.6% | $80,856+1033.9% |
| Participation rate | 83.9% | 66.2%+17.6pp | 78.2%+5.7pp | 67.6%+16.2pp |
| Annual return | 22.60% | 33.31%-10.7pp | 64.67%-42.1pp | 35.59%-13.0pp |
| Employer contribution / active EE | $33,924 | $3,100+994.2% | $4,672+626.0% | $2,755+1131.4% |
| Participant deferral / active EE | $19,855 | $3,452+475.2% | $5,626+252.9% | $4,296+362.2% |
| Admin fee / account holder | $141,865 | $7,997+1673.9% | $15,912+791.6% | $6,918+1950.7% |