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 6-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 | $395,464 | $201,272+96.5% | $184,203+114.7% | $145,922+171.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.71% | 29.00%-17.3pp | 28.81%-17.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $10,862 | $7,022+54.7% | $6,427+69.0% | $4,660+133.1% |
| Participant deferral / active EE | $22,277 | $9,806+127.2% | $9,131+144.0% | $6,688+233.1% |
| Admin fee / account holder | $13,874 | $16,364-15.2% | $13,901-0.2% | $13,397+3.6% |