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 | $1,305,974 | $117,841+1008.3% | $102,423+1175.1% | $145,922+795.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.86% | 31.65%-8.8pp | 29.32%-6.5pp | 561.29%-538.4pp |
| Employer contribution / active EE | $3,396 | $3,615-6.1% | $3,023+12.3% | $4,660-27.1% |
| Participant deferral / active EE | $12,432 | $5,731+116.9% | $5,053+146.0% | $6,688+85.9% |
| Admin fee / account holder | $48,883 | $13,326+266.8% | $9,451+417.2% | $13,397+264.9% |