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 3-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 | $267,985 | $209,336+28.0% | $197,124+35.9% | $137,256+95.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.72% | 48.09%-31.4pp | 44.34%-27.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $25,338 | $6,591+284.5% | $6,227+306.9% | $4,156+509.7% |
| Participant deferral / active EE | $24,827 | $9,614+158.2% | $9,135+171.8% | $6,407+287.5% |
| Admin fee / account holder | $12,810 | $17,308-26.0% | $16,298-21.4% | $12,270+4.4% |