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 5-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 | $310,911 | $163,101+90.6% | $136,749+127.4% | $142,382+118.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.69% | 27.54%-8.9pp | 24.33%-5.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,955 | $4,117+20.4% | $3,400+45.8% | $4,299+15.3% |
| Participant deferral / active EE | $9,583 | $5,585+71.6% | $4,692+104.2% | $6,507+47.3% |
| Admin fee / account holder | $2,452 | $14,318-82.9% | $11,386-78.5% | $12,624-80.6% |