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 | $274,101 | $99,079+176.6% | $77,999+251.4% | $273,961+0.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.47% | 217.93%-211.5pp | 425.96%-419.5pp | 41.45%-35.0pp |
| Employer contribution / active EE | $3,869 | $3,308+17.0% | $2,470+56.6% | $4,869-20.5% |
| Participant deferral / active EE | $11,796 | $4,306+173.9% | $3,497+237.3% | $5,287+123.1% |
| Admin fee / account holder | $33,011 | $8,954+268.7% | $5,480+502.3% | $10,132+225.8% |