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 | $932,523 | $76,738+1115.2% | $56,411+1553.1% | $145,922+539.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.62% | 2994.23%-2982.6pp | 1701.33%-1689.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $8,283 | $1,380+500.3% | $1,039+697.5% | $4,660+77.8% |
| Participant deferral / active EE | $1,341 | $2,623-48.9% | $1,952-31.3% | $6,688-79.9% |
| Admin fee / account holder | $41,712 | $3,334+1151.2% | $2,829+1374.6% | $13,397+211.4% |