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 4-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 | $421,304 | $126,574+232.9% | $106,213+296.7% | $145,922+188.7% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 17.30% | 224.79%-207.5pp | 116.14%-98.8pp | 561.29%-544.0pp |
| Employer contribution / active EE | $37,187 | $3,730+896.9% | $3,171+1072.5% | $4,660+698.1% |
| Participant deferral / active EE | $21,400 | $5,724+273.9% | $5,016+326.6% | $6,688+220.0% |
| Admin fee / account holder | $2,103 | $17,304-87.8% | $11,033-80.9% | $13,397-84.3% |