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 | $845,262 | $51,175+1551.7% | $70,515+1098.7% | $75,163+1024.6% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 26.82% | 30.02%-3.2pp | 32.77%-6.0pp | 160.62%-133.8pp |
| Employer contribution / active EE | $34,011 | $1,826+1762.5% | $2,973+1043.8% | $2,670+1173.9% |
| Participant deferral / active EE | $16,333 | $2,849+473.2% | $4,567+257.7% | $4,125+295.9% |
| Admin fee / account holder | $15,484 | $4,091+278.5% | $6,412+141.5% | $5,651+174.0% |