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 | $271,519 | $100,970+168.9% | $96,576+181.1% | $137,256+97.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.66% | 38.16%-22.5pp | 38.47%-22.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $16,748 | $3,809+339.7% | $3,553+371.3% | $4,156+303.0% |
| Participant deferral / active EE | $10,096 | $8,286+21.8% | $7,956+26.9% | $6,407+57.6% |
| Admin fee / account holder | $3,418 | $11,312-69.8% | $11,381-70.0% | $12,270-72.1% |