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 | $72,071+1194.8% | $68,368+1264.9% | $137,256+579.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.36% | 353.14%-331.8pp | 292.57%-271.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $37,838 | $2,788+1257.2% | $2,649+1328.4% | $4,156+810.4% |
| Participant deferral / active EE | $32,033 | $4,410+626.4% | $4,123+677.0% | $6,407+400.0% |
| Admin fee / account holder | $52,841 | $5,336+890.3% | $5,150+926.1% | $12,270+330.6% |