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 | $362,158 | $214,378+68.9% | $200,582+80.6% | $142,382+154.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.30% | 46.41%-24.1pp | 42.33%-20.0pp | 217.08%-194.8pp |
| Employer contribution / active EE | $19,381 | $6,841+183.3% | $6,419+201.9% | $4,299+350.8% |
| Participant deferral / active EE | $16,767 | $9,865+70.0% | $9,331+79.7% | $6,507+157.7% |
| Admin fee / account holder | $4,620 | $17,692-73.9% | $16,305-71.7% | $12,624-63.4% |