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 | $2,009,577 | $162,781+1134.5% | $133,956+1400.2% | $158,922+1164.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.66% | 41.94%-32.3pp | 45.09%-35.4pp | 302.83%-293.2pp |
| Employer contribution / active EE | $8,953 | $4,975+79.9% | $3,919+128.5% | $4,761+88.0% |
| Participant deferral / active EE | $12,963 | $5,911+119.3% | $5,048+156.8% | $5,982+116.7% |
| Admin fee / account holder | $9,024 | $11,736-23.1% | $8,927+1.1% | $11,246-19.8% |