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 7-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 | $642,713 | $214,378+199.8% | $200,582+220.4% | $142,382+351.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.35% | 46.41%-25.1pp | 42.33%-21.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,283 | $6,841-66.6% | $6,419-64.4% | $4,299-46.9% |
| Participant deferral / active EE | $11,532 | $9,865+16.9% | $9,331+23.6% | $6,507+77.2% |
| Admin fee / account holder | $2,489 | $17,692-85.9% | $16,305-84.7% | $12,624-80.3% |