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 | $554,122 | $126,519+338.0% | $106,201+421.8% | $145,959+279.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.02% | 225.10%-209.1pp | 116.26%-100.2pp | 561.95%-545.9pp |
| Employer contribution / active EE | $18,083 | $3,726+385.3% | $3,170+470.5% | $4,661+288.0% |
| Participant deferral / active EE | $22,258 | $5,716+289.4% | $5,012+344.1% | $6,689+232.8% |
| Admin fee / account holder | $11,515 | $17,312-33.5% | $11,039+4.3% | $13,398-14.1% |