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 5-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 | $315,077 | $201,259+56.6% | $184,200+71.1% | $145,959+115.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 39.67% | 28.98%+10.7pp | 28.80%+10.9pp | 561.95%-522.3pp |
| Employer contribution / active EE | $3,398 | $7,018-51.6% | $6,424-47.1% | $4,661-27.1% |
| Participant deferral / active EE | $20,295 | $9,806+107.0% | $9,132+122.2% | $6,689+203.4% |
| Admin fee / account holder | $2,587 | $16,372-84.2% | $13,907-81.4% | $13,398-80.7% |