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 | $1,638,828 | $117,859+1290.5% | $102,438+1499.8% | $145,959+1022.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 67.23% | 31.72%+35.5pp | 29.37%+37.9pp | 561.95%-494.7pp |
| Employer contribution / active EE | $20,772 | $3,615+474.6% | $3,024+587.0% | $4,661+345.7% |
| Participant deferral / active EE | $24,633 | $5,732+329.7% | $5,054+387.4% | $6,689+268.3% |
| Admin fee / account holder | $6,811 | $13,318-48.9% | $9,448-27.9% | $13,398-49.2% |