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 | $869,939 | $77,899+1016.8% | $149,673+481.2% | $75,163+1057.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.08% | 31.72%-13.6pp | 134.42%-116.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $42,986 | $3,137+1270.1% | $4,818+792.3% | $2,670+1510.1% |
| Participant deferral / active EE | $5,456 | $3,411+59.9% | $5,680-3.9% | $4,125+32.3% |
| Admin fee / account holder | $21,004 | $5,956+252.6% | $13,210+59.0% | $5,651+271.7% |