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 3-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 | $1,344,638 | $169,032+695.5% | $129,207+940.7% | $145,922+821.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.01% | 14330.11%-14309.1pp | 9417.33%-9396.3pp | 561.29%-540.3pp |
| Employer contribution / active EE | $36,869 | $5,537+565.9% | $4,153+787.7% | $4,660+691.3% |
| Participant deferral / active EE | $15,333 | $4,987+207.4% | $4,168+267.9% | $6,688+129.3% |
| Admin fee / account holder | $3,350 | $9,954-66.4% | $7,715-56.6% | $13,397-75.0% |