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 6-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 | $304,382 | $201,272+51.2% | $184,203+65.2% | $145,922+108.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.91% | 29.00%-14.1pp | 28.81%-13.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $11,740 | $9,806+19.7% | $9,131+28.6% | $6,688+75.5% |
| Admin fee / account holder | $2,883 | $16,364-82.4% | $13,901-79.3% | $13,397-78.5% |