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 | $920,998 | $81,248+1033.6% | $155,509+492.2% | $80,856+1039.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.07% | 33.31%-15.2pp | 64.67%-46.6pp | 35.59%-17.5pp |
| Employer contribution / active EE | $30,198 | $3,100+874.1% | $4,672+546.3% | $2,755+996.2% |
| Participant deferral / active EE | $21,475 | $3,452+522.2% | $5,626+281.7% | $4,296+399.9% |
| Admin fee / account holder | $57,057 | $7,997+613.5% | $15,912+258.6% | $6,918+724.8% |