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 | $392,686 | $159,934+145.5% | $147,005+167.1% | $145,959+169.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.36% | 98.24%-79.9pp | 418.76%-400.4pp | 561.95%-543.6pp |
| Employer contribution / active EE | $19,846 | $5,287+275.4% | $4,934+302.2% | $4,661+325.8% |
| Participant deferral / active EE | $8,763 | $8,427+4.0% | $8,070+8.6% | $6,689+31.0% |
| Admin fee / account holder | $3,719 | $15,053-75.3% | $13,006-71.4% | $13,398-72.2% |