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 | $321,601 | $177,572+81.1% | $154,803+107.7% | $142,382+125.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.58% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,395 | $4,810-29.4% | $4,305-21.1% | $4,299-21.0% |
| Participant deferral / active EE | $22,798 | $6,272+263.5% | $5,540+311.5% | $6,507+250.4% |
| Admin fee / account holder | $20,292 | $16,786+20.9% | $14,329+41.6% | $12,624+60.7% |