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 | $1,347,570 | $161,352+735.2% | $134,172+904.4% | $137,256+881.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 14.50% | 28.72%-14.2pp | 25.30%-10.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $21,000 | $4,099+412.4% | $3,420+514.0% | $4,156+405.3% |
| Participant deferral / active EE | $31,000 | $5,552+458.3% | $4,690+560.9% | $6,407+383.9% |
| Admin fee / account holder | $4,109 | $15,028-72.7% | $12,016-65.8% | $12,270-66.5% |