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 | $539,112 | $154,117+249.8% | $129,995+314.7% | $139,434+286.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.24% | 32.48%-18.2pp | -137.18%+151.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $4,668 | $5,289-11.7% | $4,320+8.1% | $4,751-1.7% |
| Participant deferral / active EE | $21,000 | $6,710+213.0% | $5,820+260.8% | $6,710+213.0% |
| Admin fee / account holder | $921 | $14,007-93.4% | $10,614-91.3% | $11,403-91.9% |