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 8-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 | $333,405 | $176,812+88.6% | $146,665+127.3% | $167,490+99.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.03% | 24.03%-13.0pp | 22.74%-11.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $10,814 | $5,160+109.6% | $4,136+161.4% | $4,837+123.6% |
| Participant deferral / active EE | $10,406 | $6,440+61.6% | $5,506+89.0% | $6,341+64.1% |
| Admin fee / account holder | $34,161 | $13,259+157.6% | $10,280+232.3% | $12,309+177.5% |