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 | $373,607 | $100,773+270.7% | $88,946+320.0% | $142,382+162.4% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 15.85% | 70.18%-54.3pp | 57.82%-42.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $14,942 | $2,918+412.1% | $2,555+484.8% | $4,299+247.6% |
| Participant deferral / active EE | $19,845 | $5,230+279.4% | $4,581+333.2% | $6,507+205.0% |
| Admin fee / account holder | $1,521 | $9,693-84.3% | $8,261-81.6% | $12,624-88.0% |