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 | $381,621 | $162,781+134.4% | $133,956+184.9% | $158,922+140.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.21% | 41.94%-25.7pp | 45.09%-28.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $14,535 | $4,975+192.1% | $3,919+270.9% | $4,761+205.3% |
| Participant deferral / active EE | $11,183 | $5,911+89.2% | $5,048+121.5% | $5,982+86.9% |
| Admin fee / account holder | $5,095 | $11,736-56.6% | $8,927-42.9% | $11,246-54.7% |