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 | $1,549,362 | $91,190+1599.1% | $178,490+768.0% | $79,858+1840.1% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.7pp | 69.6%+28.0pp |
| Annual return | 25.72% | 24.19%+1.5pp | 151.07%-125.3pp | 31.71%-6.0pp |
| Employer contribution / active EE | $31,300 | $3,256+861.4% | $5,011+524.7% | $2,471+1166.8% |
| Participant deferral / active EE | $18,760 | $3,236+479.7% | $5,202+260.7% | $3,740+401.6% |
| Admin fee / account holder | $19,116 | $6,751+183.2% | $13,984+36.7% | $5,306+260.3% |