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 | $375,758 | $177,572+111.6% | $154,803+142.7% | $142,382+163.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.86% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $28,580 | $4,810+494.1% | $4,305+563.8% | $4,299+564.8% |
| Participant deferral / active EE | $21,138 | $6,272+237.0% | $5,540+281.5% | $6,507+224.8% |
| Admin fee / account holder | $5,290 | $16,786-68.5% | $14,329-63.1% | $12,624-58.1% |