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 5-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 | $390,694 | $185,822+110.3% | $169,993+129.8% | $139,434+180.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.66% | 60.50%-35.8pp | 53.37%-28.7pp | 372.94%-348.3pp |
| Employer contribution / active EE | $2,220 | $7,590-70.7% | $6,785-67.3% | $4,751-53.3% |
| Participant deferral / active EE | $13,644 | $11,622+17.4% | $10,408+31.1% | $6,710+103.3% |
| Admin fee / account holder | $8,831 | $15,381-42.6% | $12,815-31.1% | $11,403-22.5% |