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 | $542,033 | $111,754+385.0% | $103,333+424.5% | $145,922+271.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.23% | 24.77%-4.5pp | 24.88%-4.7pp | 561.29%-541.1pp |
| Employer contribution / active EE | $9,424 | $4,212+123.7% | $3,868+143.7% | $4,660+102.2% |
| Participant deferral / active EE | $8,833 | $5,619+57.2% | $5,057+74.7% | $6,688+32.1% |
| Admin fee / account holder | $3,038 | $9,750-68.8% | $8,355-63.6% | $13,397-77.3% |