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 | $1,549,010 | $148,534+942.9% | $135,903+1039.8% | $139,434+1010.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.71% | 79.19%-65.5pp | 68.23%-54.5pp | 372.94%-359.2pp |
| Employer contribution / active EE | $31,370 | $5,243+498.3% | $4,856+546.0% | $4,751+560.3% |
| Participant deferral / active EE | $21,100 | $8,100+160.5% | $7,758+172.0% | $6,710+214.4% |
| Admin fee / account holder | $6,250 | $12,400-49.6% | $10,762-41.9% | $11,403-45.2% |