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 | $400,192 | $179,726+122.7% | $156,263+156.1% | $142,382+181.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.00% | 77.86%-56.9pp | 59.47%-38.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $19,633 | $5,069+287.3% | $4,333+353.1% | $4,299+356.7% |
| Participant deferral / active EE | $10,636 | $6,956+52.9% | $6,158+72.7% | $6,507+63.4% |
| Admin fee / account holder | $5,833 | $17,272-66.2% | $14,255-59.1% | $12,624-53.8% |