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 | $900,005 | $81,248+1007.7% | $155,509+478.7% | $80,856+1013.1% |
| Participation rate | 97.4% | 66.2%+31.2pp | 78.2%+19.3pp | 67.6%+29.8pp |
| Annual return | 14.20% | 33.31%-19.1pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $32,856 | $3,100+959.8% | $4,672+603.2% | $2,755+1092.7% |
| Participant deferral / active EE | $10,923 | $3,452+216.5% | $5,626+94.1% | $4,296+154.3% |
| Admin fee / account holder | $340,405 | $7,997+4156.5% | $15,912+2039.3% | $6,918+4820.6% |