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 | $328,299 | $106,584+208.0% | $101,326+224.0% | $142,382+130.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.84% | 36.93%-24.1pp | 36.82%-24.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,283 | $3,956-67.6% | $3,665-65.0% | $4,299-70.2% |
| Participant deferral / active EE | $18,758 | $8,297+126.1% | $7,994+134.7% | $6,507+188.3% |
| Admin fee / account holder | $4,489 | $11,446-60.8% | $11,185-59.9% | $12,624-64.4% |