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 | $1,140,970 | $56,053+1935.5% | $75,972+1401.8% | $80,856+1311.1% |
| Participation rate | 80.9% | 62.0%+18.8pp | 69.1%+11.8pp | 67.6%+13.2pp |
| Annual return | 17.11% | 20.53%-3.4pp | 359.55%-342.4pp | 35.59%-18.5pp |
| Employer contribution / active EE | $26,024 | $1,874+1288.6% | $2,685+869.3% | $2,755+844.7% |
| Participant deferral / active EE | $16,234 | $3,052+432.0% | $4,255+281.5% | $4,296+277.9% |
| Admin fee / account holder | $24,363 | $5,234+365.5% | $6,467+276.7% | $6,918+252.2% |