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 | $1,027,862 | $93,571+998.5% | $135,903+656.3% | $75,163+1267.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.34% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $15,960 | $3,537+351.3% | $4,856+228.6% | $2,670+497.8% |
| Participant deferral / active EE | $13,769 | $6,404+115.0% | $7,758+77.5% | $4,125+233.8% |
| Admin fee / account holder | $50,613 | $6,975+625.6% | $10,762+370.3% | $5,651+795.7% |