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 | $333,654 | $209,336+59.4% | $197,124+69.3% | $137,256+143.1% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 14.56% | 48.09%-33.5pp | 44.34%-29.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $19,840 | $6,591+201.0% | $6,227+218.6% | $4,156+377.4% |
| Participant deferral / active EE | $10,302 | $9,614+7.2% | $9,135+12.8% | $6,407+60.8% |
| Admin fee / account holder | $51,734 | $17,308+198.9% | $16,298+217.4% | $12,270+321.6% |