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 | $331,695 | $58,927+462.9% | $76,817+331.8% | $72,985+354.5% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 18.91% | 2305.64%-2286.7pp | 1166.11%-1147.2pp | 81.00%-62.1pp |
| Employer contribution / active EE | $8,947 | $1,787+400.8% | $2,302+288.7% | $2,440+266.7% |
| Participant deferral / active EE | $2,874 | $2,690+6.8% | $3,336-13.9% | $3,607-20.3% |
| Admin fee / account holder | $11,558 | $4,013+188.0% | $6,420+80.0% | $5,124+125.6% |