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 4-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 | $352,380 | $111,754+215.3% | $103,333+241.0% | $145,922+141.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.08% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $17,468 | $4,212+314.7% | $3,868+351.6% | $4,660+274.9% |
| Participant deferral / active EE | $10,167 | $5,619+80.9% | $5,057+101.0% | $6,688+52.0% |
| Admin fee / account holder | $5,206 | $9,750-46.6% | $8,355-37.7% | $13,397-61.1% |