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 | $561,336 | $214,378+161.8% | $200,582+179.9% | $142,382+294.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.46% | 46.41%-28.9pp | 42.33%-24.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $25,539 | $6,841+273.3% | $6,419+297.9% | $4,299+494.1% |
| Participant deferral / active EE | $15,140 | $9,865+53.5% | $9,331+62.3% | $6,507+132.7% |
| Admin fee / account holder | $2,700 | $17,692-84.7% | $16,305-83.4% | $12,624-78.6% |