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 9-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 | $360,853 | $106,584+238.6% | $101,326+256.1% | $142,382+153.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.65% | 36.93%-23.3pp | 36.82%-23.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $7,221 | $3,956+82.5% | $3,665+97.0% | $4,299+68.0% |
| Participant deferral / active EE | $8,843 | $8,297+6.6% | $7,994+10.6% | $6,507+35.9% |
| Admin fee / account holder | $5,835 | $11,446-49.0% | $11,185-47.8% | $12,624-53.8% |