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 9-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 | $464,342 | $161,352+187.8% | $134,172+246.1% | $137,256+238.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 19.51% | 28.72%-9.2pp | 25.30%-5.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $18,023 | $4,099+339.7% | $3,420+427.0% | $4,156+333.7% |
| Participant deferral / active EE | $20,190 | $5,552+263.6% | $4,690+330.4% | $6,407+215.1% |
| Admin fee / account holder | $10,023 | $15,028-33.3% | $12,016-16.6% | $12,270-18.3% |