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 | $288,228 | $176,662+63.2% | $130,648+120.6% | $152,861+88.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 13.11% | 2692.24%-2679.1pp | 1708.96%-1695.9pp | 345.32%-332.2pp |
| Employer contribution / active EE | $13,178 | $5,742+129.5% | $4,092+222.1% | $4,762+176.7% |
| Participant deferral / active EE | $6,333 | $4,361+45.2% | $3,603+75.8% | $5,850+8.3% |
| Admin fee / account holder | $1,466 | $7,133-79.5% | $5,464-73.2% | $11,596-87.4% |