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 | $263,888 | $148,978+77.1% | $200,582+31.6% | $84,808+211.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.32% | 28.16%-10.8pp | 42.33%-25.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $30,442 | $4,815+532.2% | $6,419+374.3% | $2,631+1057.1% |
| Participant deferral / active EE | $18,155 | $7,142+154.2% | $9,331+94.6% | $4,212+331.1% |
| Admin fee / account holder | $21,188 | $13,977+51.6% | $16,305+30.0% | $7,344+188.5% |