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 | $331,116 | $214,378+54.5% | $200,582+65.1% | $142,382+132.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.34% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $6,954 | $6,841+1.6% | $6,419+8.3% | $4,299+61.7% |
| Participant deferral / active EE | $16,113 | $9,865+63.3% | $9,331+72.7% | $6,507+147.6% |
| Admin fee / account holder | $2,423 | $17,692-86.3% | $16,305-85.1% | $12,624-80.8% |