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 | $281,217 | $100,041+181.1% | $149,718+87.8% | $70,131+301.0% |
| Participation rate | 97.7% | 83.6%+14.1pp | 87.1%+10.7pp | 69.5%+28.2pp |
| Annual return | 18.01% | 27.43%-9.4pp | 1501.63%-1483.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $19,987 | $3,662+445.8% | $5,445+267.1% | $2,342+753.2% |
| Participant deferral / active EE | $11,655 | $4,983+133.9% | $6,569+77.4% | $3,332+249.8% |
| Admin fee / account holder | $10,352 | $8,286+24.9% | $11,283-8.2% | $4,645+122.8% |