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 | $373,424 | $185,822+101.0% | $169,993+119.7% | $139,434+167.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.35% | 60.50%-43.2pp | 53.37%-36.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $40,619 | $7,590+435.2% | $6,785+498.6% | $4,751+755.0% |
| Participant deferral / active EE | $30,097 | $11,622+159.0% | $10,408+189.2% | $6,710+348.5% |
| Admin fee / account holder | $13,530 | $15,381-12.0% | $12,815+5.6% | $11,403+18.7% |