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 | $303,663 | $117,841+157.7% | $102,423+196.5% | $145,922+108.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.48% | 31.65%-19.2pp | 29.32%-16.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $5,913 | $3,615+63.6% | $3,023+95.6% | $4,660+26.9% |
| Participant deferral / active EE | $19,237 | $5,731+235.7% | $5,053+280.7% | $6,688+187.6% |
| Admin fee / account holder | $12,055 | $13,326-9.5% | $9,451+27.6% | $13,397-10.0% |