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 5-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 | $307,771 | $214,378+43.6% | $200,582+53.4% | $142,382+116.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.76% | 46.41%-32.6pp | 42.33%-28.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $7,482 | $6,841+9.4% | $6,419+16.6% | $4,299+74.0% |
| Participant deferral / active EE | $11,897 | $9,865+20.6% | $9,331+27.5% | $6,507+82.8% |
| Admin fee / account holder | $195,088 | $17,692+1002.7% | $16,305+1096.5% | $12,624+1445.4% |