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 6-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 | $326,926 | $209,336+56.2% | $197,124+65.8% | $137,256+138.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.41% | 48.09%-31.7pp | 44.34%-27.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $19,118 | $6,591+190.1% | $6,227+207.0% | $4,156+360.0% |
| Participant deferral / active EE | $19,637 | $9,614+104.2% | $9,135+115.0% | $6,407+206.5% |
| Admin fee / account holder | $417 | $17,308-97.6% | $16,298-97.4% | $12,270-96.6% |