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 5-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 | $371,729 | $183,519+102.6% | $155,509+139.0% | $145,922+154.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.36% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $3,668 | $5,313-31.0% | $4,672-21.5% | $4,660-21.3% |
| Participant deferral / active EE | $6,628 | $6,462+2.6% | $5,626+17.8% | $6,688-0.9% |
| Admin fee / account holder | $12,542 | $19,313-35.1% | $15,912-21.2% | $13,397-6.4% |