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 | $1,133,425 | $90,503+1152.4% | $78,689+1340.4% | $273,961+313.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.86% | 75.60%-71.7pp | 62.18%-58.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $38,390 | $3,176+1108.8% | $2,851+1246.7% | $4,869+688.5% |
| Participant deferral / active EE | $20,610 | $3,901+428.3% | $3,517+486.0% | $5,287+289.8% |
| Admin fee / account holder | $10,726 | $5,263+103.8% | $4,510+137.8% | $10,132+5.9% |