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 | $933,150 | $74,888+1146.1% | $71,209+1210.4% | $142,382+555.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.36% | 345.14%-323.8pp | 282.51%-261.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $37,838 | $2,854+1225.6% | $2,721+1290.6% | $4,299+780.1% |
| Participant deferral / active EE | $32,033 | $4,454+619.1% | $4,175+667.2% | $6,507+392.3% |
| Admin fee / account holder | $52,841 | $5,568+848.9% | $5,349+887.9% | $12,624+318.6% |