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 | $955,672 | $81,248+1076.2% | $155,509+514.5% | $80,856+1081.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.14% | 33.31%-19.2pp | 64.67%-50.5pp | 35.59%-21.5pp |
| Employer contribution / active EE | $38,392 | $3,100+1138.3% | $4,672+721.7% | $2,755+1293.6% |
| Participant deferral / active EE | $22,935 | $3,452+564.5% | $5,626+307.7% | $4,296+433.9% |
| Admin fee / account holder | $96,322 | $7,997+1104.4% | $15,912+505.3% | $6,918+1292.4% |