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 | $433,113 | $126,519+242.3% | $106,201+307.8% | $145,959+196.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 22.00% | 225.10%-203.1pp | 116.26%-94.3pp | 561.95%-540.0pp |
| Employer contribution / active EE | $23,599 | $3,726+533.4% | $3,170+644.5% | $4,661+406.3% |
| Participant deferral / active EE | $18,552 | $5,716+224.6% | $5,012+270.1% | $6,689+177.4% |
| Admin fee / account holder | $6,530 | $17,312-62.3% | $11,039-40.8% | $13,398-51.3% |