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 | $1,330,213 | $104,974+1167.2% | $95,585+1291.7% | $142,382+834.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.19% | 210.33%-189.1pp | 38.56%-17.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $37,787 | $2,779+1259.9% | $2,527+1395.6% | $4,299+778.9% |
| Participant deferral / active EE | $21,490 | $4,352+393.8% | $4,023+434.2% | $6,507+230.2% |
| Admin fee / account holder | $17,468 | $6,386+173.5% | $6,127+185.1% | $12,624+38.4% |