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 6-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 | $272,310 | $201,272+35.3% | $184,203+47.8% | $145,922+86.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.74% | 29.00%-3.3pp | 28.81%-3.1pp | 561.29%-535.6pp |
| Employer contribution / active EE | $29,641 | $7,022+322.1% | $6,427+361.2% | $4,660+536.1% |
| Participant deferral / active EE | $20,499 | $9,806+109.0% | $9,131+124.5% | $6,688+206.5% |
| Admin fee / account holder | $7,329 | $16,364-55.2% | $13,901-47.3% | $13,397-45.3% |