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 | $256,979 | $209,336+22.8% | $197,124+30.4% | $137,256+87.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.89% | 48.09%-28.2pp | 44.34%-24.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $9,347 | $6,591+41.8% | $6,227+50.1% | $4,156+124.9% |
| Participant deferral / active EE | $24,960 | $9,614+159.6% | $9,135+173.2% | $6,407+289.6% |
| Admin fee / account holder | $45,707 | $17,308+164.1% | $16,298+180.4% | $12,270+272.5% |