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 | $418,550 | $185,822+125.2% | $169,993+146.2% | $139,434+200.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.81% | 60.50%-32.7pp | 53.37%-25.6pp | 372.94%-345.1pp |
| Employer contribution / active EE | $13,447 | $7,590+77.2% | $6,785+98.2% | $4,751+183.0% |
| Participant deferral / active EE | $18,996 | $11,622+63.4% | $10,408+82.5% | $6,710+183.1% |
| Admin fee / account holder | $1,122 | $15,381-92.7% | $12,815-91.2% | $11,403-90.2% |