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 | $354,136 | $154,228+129.6% | $145,433+143.5% | $137,256+158.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.38% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $14,728 | $4,804+206.6% | $4,554+223.4% | $4,156+254.4% |
| Participant deferral / active EE | $21,175 | $8,216+157.7% | $7,897+168.1% | $6,407+230.5% |
| Admin fee / account holder | $26,217 | $14,344+82.8% | $13,129+99.7% | $12,270+113.7% |