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 | $909,350 | $51,175+1677.0% | $70,515+1189.6% | $75,163+1109.8% |
| Participation rate | 95.3% | 60.9%+34.4pp | 68.3%+27.0pp | 67.2%+28.2pp |
| Annual return | 62.69% | 30.02%+32.7pp | 32.77%+29.9pp | 160.62%-97.9pp |
| Employer contribution / active EE | $17,233 | $1,826+843.7% | $2,973+479.6% | $2,670+545.5% |
| Participant deferral / active EE | $17,796 | $2,849+524.6% | $4,567+289.7% | $4,125+331.4% |
| Admin fee / account holder | $63,870 | $4,091+1461.4% | $6,412+896.1% | $5,651+1030.3% |