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 | $551,539 | $65,365+743.8% | $92,893+493.7% | $72,985+655.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 16.96% | 42.10%-25.1pp | 109.41%-92.5pp | 81.00%-64.0pp |
| Employer contribution / active EE | $31,497 | $2,594+1114.2% | $3,653+762.3% | $2,440+1190.9% |
| Participant deferral / active EE | $16,022 | $3,128+412.2% | $4,236+278.2% | $3,607+344.1% |
| Admin fee / account holder | $118,852 | $4,251+2695.6% | $5,794+1951.3% | $5,124+2219.4% |