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 | $314,855 | $228,332+37.9% | $185,823+69.4% | $158,922+98.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 38.76% | 40.80%-2.0pp | 35.95%+2.8pp | 302.83%-264.1pp |
| Employer contribution / active EE | $2,677 | $4,967-46.1% | $4,087-34.5% | $4,761-43.8% |
| Participant deferral / active EE | $9,651 | $6,415+50.5% | $5,632+71.4% | $5,982+61.3% |
| Admin fee / account holder | $200,000 | $11,864+1585.8% | $9,500+2005.2% | $11,246+1678.5% |