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 | $317,257 | $109,817+188.9% | $98,442+222.3% | $167,490+89.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.10% | 1956.69%-1946.6pp | 1492.73%-1482.6pp | 478.56%-468.5pp |
| Employer contribution / active EE | $11,083 | $3,224+243.8% | $2,960+274.5% | $4,837+129.1% |
| Participant deferral / active EE | $14,390 | $4,673+207.9% | $4,276+236.5% | $6,341+126.9% |
| Admin fee / account holder | $4,544 | $6,753-32.7% | $5,949-23.6% | $12,309-63.1% |