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 | $1,639,047 | $148,978+1000.2% | $200,582+717.1% | $84,808+1832.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.69% | 28.16%-11.5pp | 42.33%-25.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $35,097 | $4,815+628.9% | $6,419+446.8% | $2,631+1234.0% |
| Participant deferral / active EE | $23,720 | $7,142+232.1% | $9,331+154.2% | $4,212+463.2% |
| Admin fee / account holder | $15,847 | $13,977+13.4% | $16,305-2.8% | $7,344+115.8% |