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 | $813,023 | $84,233+865.2% | $170,442+377.0% | $70,131+1059.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 29.00% | 23.06%+5.9pp | 205.93%-176.9pp | 73.14%-44.1pp |
| Employer contribution / active EE | $31,673 | $3,387+835.2% | $5,433+483.0% | $2,342+1252.2% |
| Participant deferral / active EE | $20,830 | $3,086+575.0% | $4,939+321.7% | $3,332+525.2% |
| Admin fee / account holder | $1,720 | $5,698-69.8% | $13,880-87.6% | $4,645-63.0% |