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 6-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 | $310,255 | $154,228+101.2% | $145,433+113.3% | $137,256+126.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.57% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $20,657 | $4,804+330.0% | $4,554+353.6% | $4,156+397.0% |
| Participant deferral / active EE | $11,111 | $8,216+35.2% | $7,897+40.7% | $6,407+73.4% |
| Admin fee / account holder | $30,365 | $14,344+111.7% | $13,129+131.3% | $12,270+147.5% |