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 | $254,013 | $214,378+18.5% | $200,582+26.6% | $142,382+78.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.60% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,105 | $6,841-40.0% | $6,419-36.1% | $4,299-4.5% |
| Participant deferral / active EE | $9,069 | $9,865-8.1% | $9,331-2.8% | $6,507+39.4% |
| Admin fee / account holder | $1,596 | $17,692-91.0% | $16,305-90.2% | $12,624-87.4% |