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 9-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 | $318,043 | $61,605+416.3% | $112,229+183.4% | $75,163+323.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 14.71% | 28.47%-13.8pp | 30.20%-15.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $3,473 | $2,015+72.3% | $3,430+1.2% | $2,670+30.1% |
| Participant deferral / active EE | $11,147 | $3,108+258.6% | $4,798+132.3% | $4,125+170.2% |
| Admin fee / account holder | $1,811 | $4,862-62.8% | $7,748-76.6% | $5,651-68.0% |