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 | $298,183 | $214,378+39.1% | $200,582+48.7% | $142,382+109.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.65% | 46.41%-27.8pp | 42.33%-23.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,998 | $6,841-41.6% | $6,419-37.7% | $4,299-7.0% |
| Participant deferral / active EE | $12,459 | $9,865+26.3% | $9,331+33.5% | $6,507+91.5% |
| Admin fee / account holder | $720 | $17,692-95.9% | $16,305-95.6% | $12,624-94.3% |