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 | $362,837 | $159,602+127.3% | $150,045+141.8% | $142,382+154.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.44% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $6,602 | $4,961+33.1% | $4,693+40.7% | $4,299+53.6% |
| Participant deferral / active EE | $10,210 | $8,310+22.9% | $7,997+27.7% | $6,507+56.9% |
| Admin fee / account holder | $59,255 | $14,846+299.1% | $13,435+341.1% | $12,624+369.4% |