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 8-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 | $1,858,180 | $201,272+823.2% | $184,203+908.8% | $145,922+1173.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.96% | 29.00%-14.0pp | 28.81%-13.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $32,000 | $7,022+355.7% | $6,427+397.9% | $4,660+586.8% |
| Participant deferral / active EE | $26,750 | $9,806+172.8% | $9,131+192.9% | $6,688+300.0% |
| Admin fee / account holder | $2,377 | $16,364-85.5% | $13,901-82.9% | $13,397-82.3% |