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 | $329,139 | $159,602+106.2% | $150,045+119.4% | $142,382+131.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.79% | 70.24%-50.4pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $7,615 | $4,961+53.5% | $4,693+62.3% | $4,299+77.1% |
| Participant deferral / active EE | $26,834 | $8,310+222.9% | $7,997+235.5% | $6,507+312.4% |
| Admin fee / account holder | $10,081 | $14,846-32.1% | $13,435-25.0% | $12,624-20.1% |