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 | $653,917 | $58,879+1010.6% | $178,490+266.4% | $73,488+789.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 14.29% | 24.86%-10.6pp | 151.07%-136.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $25,170 | $2,236+1025.6% | $5,011+402.3% | $2,270+1008.7% |
| Participant deferral / active EE | $14,313 | $2,567+457.5% | $5,202+175.2% | $3,740+282.7% |
| Admin fee / account holder | $14,922 | $400+3627.6% | $13,984+6.7% | $513+2808.4% |