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 7-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 | $427,338 | $197,591+116.3% | $177,821+140.3% | $158,922+168.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.77% | 58.76%-46.0pp | 48.32%-35.5pp | 302.83%-290.1pp |
| Employer contribution / active EE | $3,636 | $6,697-45.7% | $5,918-38.6% | $4,761-23.6% |
| Participant deferral / active EE | $16,464 | $8,405+95.9% | $7,714+113.4% | $5,982+175.2% |
| Admin fee / account holder | $30,807 | $15,399+100.1% | $12,427+147.9% | $11,246+173.9% |