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 | $896,526 | $76,738+1068.3% | $56,411+1489.3% | $145,922+514.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.75% | 2994.23%-2983.5pp | 1701.33%-1690.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,832 | $1,380+32.8% | $1,039+76.4% | $4,660-60.7% |
| Participant deferral / active EE | $15,250 | $2,623+481.5% | $1,952+681.3% | $6,688+128.0% |
| Admin fee / account holder | $7,889 | $3,334+136.6% | $2,829+178.9% | $13,397-41.1% |