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 | $263,905 | $111,754+136.1% | $103,333+155.4% | $145,922+80.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.46% | 24.77%-7.3pp | 24.88%-7.4pp | 561.29%-543.8pp |
| Employer contribution / active EE | $4,833 | $4,212+14.7% | $3,868+24.9% | $4,660+3.7% |
| Participant deferral / active EE | $17,008 | $5,619+202.7% | $5,057+236.3% | $6,688+154.3% |
| Admin fee / account holder | $1,099 | $9,750-88.7% | $8,355-86.8% | $13,397-91.8% |