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 | $472,399 | $165,984+184.6% | $164,813+186.6% | $145,922+223.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.26% | 100.03%-88.8pp | 69.93%-58.7pp | 561.29%-550.0pp |
| Employer contribution / active EE | $22,932 | $5,273+334.9% | $4,341+428.3% | $4,660+392.1% |
| Participant deferral / active EE | $21,972 | $6,959+215.7% | $6,031+264.3% | $6,688+228.5% |
| Admin fee / account holder | $6,591 | $16,648-60.4% | $12,690-48.1% | $13,397-50.8% |