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 4-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 | $355,288 | $106,584+233.3% | $101,326+250.6% | $142,382+149.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.40% | 36.93%-19.5pp | 36.82%-19.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,916 | $3,956-51.6% | $3,665-47.7% | $4,299-55.4% |
| Participant deferral / active EE | $17,113 | $8,297+106.3% | $7,994+114.1% | $6,507+163.0% |
| Admin fee / account holder | $1,025 | $11,446-91.0% | $11,185-90.8% | $12,624-91.9% |