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 6-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 | $481,777 | $214,378+124.7% | $200,582+140.2% | $142,382+238.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.34% | 46.41%-27.1pp | 42.33%-23.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $19,432 | $6,841+184.0% | $6,419+202.7% | $4,299+352.0% |
| Participant deferral / active EE | $19,107 | $9,865+93.7% | $9,331+104.8% | $6,507+193.6% |
| Admin fee / account holder | $4,302 | $17,692-75.7% | $16,305-73.6% | $12,624-65.9% |