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 | $361,306 | $227,553+58.8% | $189,557+90.6% | $167,490+115.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 20.29% | 78.40%-58.1pp | 64.17%-43.9pp | 478.56%-458.3pp |
| Employer contribution / active EE | $47,597 | $5,316+795.3% | $4,412+978.7% | $4,837+883.9% |
| Participant deferral / active EE | $15,258 | $7,002+117.9% | $6,174+147.1% | $6,341+140.6% |
| Admin fee / account holder | $2,755 | $11,878-76.8% | $9,807-71.9% | $12,309-77.6% |