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 | $1,225,355 | $93,024+1217.2% | $77,024+1490.9% | $134,475+811.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 5.12% | 62.60%-57.5pp | 42.32%-37.2pp | 417.96%-412.8pp |
| Employer contribution / active EE | $28,525 | $3,418+734.6% | $2,812+914.3% | $4,740+501.8% |
| Participant deferral / active EE | $22,750 | $5,238+334.3% | $4,426+414.0% | $6,400+255.5% |
| Admin fee / account holder | $187,500 | $6,944+2600.2% | $5,425+3356.0% | $11,426+1541.0% |