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 6-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 | $337,039 | $201,259+67.5% | $184,200+83.0% | $145,959+130.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.26% | 28.98%-0.7pp | 28.80%-0.5pp | 561.95%-533.7pp |
| Employer contribution / active EE | $10,395 | $7,018+48.1% | $6,424+61.8% | $4,661+123.0% |
| Participant deferral / active EE | $21,425 | $9,806+118.5% | $9,132+134.6% | $6,689+220.3% |
| Admin fee / account holder | $9,303 | $16,372-43.2% | $13,907-33.1% | $13,398-30.6% |