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 | $372,830 | $210,648+77.0% | $177,989+109.5% | $145,922+155.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.26% | 385.86%-369.6pp | 294.48%-278.2pp | 561.29%-545.0pp |
| Employer contribution / active EE | $3,570 | $4,565-21.8% | $3,949-9.6% | $4,660-23.4% |
| Participant deferral / active EE | $23,664 | $6,958+240.1% | $6,276+277.1% | $6,688+253.8% |
| Admin fee / account holder | $2,335 | $12,013-80.6% | $10,363-77.5% | $13,397-82.6% |