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 | $1,967,912 | $181,894+981.9% | $156,549+1157.1% | $273,961+618.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 25.80% | 30.74%-4.9pp | 32.23%-6.4pp | 41.45%-15.7pp |
| Employer contribution / active EE | $19,354 | $6,248+209.8% | $5,501+251.8% | $4,869+297.5% |
| Participant deferral / active EE | $23,750 | $5,550+327.9% | $4,871+387.6% | $5,287+349.2% |
| Admin fee / account holder | $1,289,504 | $15,559+8187.7% | $13,027+9798.5% | $10,132+12627.1% |