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 3-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 | $319,684 | $51,175+524.7% | $70,515+353.4% | $75,163+325.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 18.21% | 30.02%-11.8pp | 32.77%-14.6pp | 160.62%-142.4pp |
| Employer contribution / active EE | $5,919 | $1,826+224.1% | $2,973+99.1% | $2,670+121.7% |
| Participant deferral / active EE | $11,027 | $2,849+287.0% | $4,567+141.5% | $4,125+167.3% |
| Admin fee / account holder | $30,675 | $4,091+649.9% | $6,412+378.4% | $5,651+442.8% |