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 | $1,036,238 | $103,949+896.9% | $69,182+1397.9% | $273,961+278.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 7.66% | 35.28%-27.6pp | -21.93%+29.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $48,752 | $1,783+2634.2% | $1,206+3941.7% | $4,869+901.3% |
| Participant deferral / active EE | $10,248 | $2,716+277.3% | $1,897+440.2% | $5,287+93.8% |
| Admin fee / account holder | $41,281 | $3,671+1024.7% | $2,697+1430.8% | $10,132+307.4% |