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 | $529,537 | $44,850+1080.7% | $60,547+774.6% | $59,632+788.0% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | 1.09% | 1074.14%-1073.1pp | 335.64%-334.6pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $22,574 | $1,462+1444.2% | $2,419+833.1% | $2,203+924.9% |
| Participant deferral / active EE | $13,829 | $2,230+520.2% | $3,328+315.6% | $3,192+333.3% |
| Admin fee / account holder | $30,461 | $3,635+737.9% | $4,536+571.5% | $4,297+608.9% |