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 | $303,684 | $100,773+201.4% | $88,946+241.4% | $142,382+113.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 28.90% | 70.18%-41.3pp | 57.82%-28.9pp | 217.08%-188.2pp |
| Employer contribution / active EE | $24,165 | $2,918+728.2% | $2,555+845.8% | $4,299+462.1% |
| Participant deferral / active EE | $16,415 | $5,230+213.8% | $4,581+258.3% | $6,507+152.3% |
| Admin fee / account holder | $2,014 | $9,693-79.2% | $8,261-75.6% | $12,624-84.0% |