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 | $214,378+55.6% | $200,582+66.3% | $142,382+134.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 14.56% | 46.41%-31.8pp | 42.33%-27.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $19,840 | $6,841+190.0% | $6,419+209.1% | $4,299+361.5% |
| Participant deferral / active EE | $10,302 | $9,865+4.4% | $9,331+10.4% | $6,507+58.3% |
| Admin fee / account holder | $51,734 | $17,692+192.4% | $16,305+217.3% | $12,624+309.8% |