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 | $409,830 | $201,272+103.6% | $184,203+122.5% | $145,922+180.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 65.56% | 29.00%+36.6pp | 28.81%+36.7pp | 561.29%-495.7pp |
| Employer contribution / active EE | $5,213 | $7,022-25.8% | $6,427-18.9% | $4,660+11.9% |
| Participant deferral / active EE | $17,971 | $9,806+83.3% | $9,131+96.8% | $6,688+168.7% |
| Admin fee / account holder | $1,421 | $16,364-91.3% | $13,901-89.8% | $13,397-89.4% |