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 | $346,231 | $154,117+124.7% | $129,995+166.3% | $139,434+148.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.65% | 32.48%-15.8pp | -137.18%+153.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $6,974 | $5,289+31.9% | $4,320+61.4% | $4,751+46.8% |
| Participant deferral / active EE | $10,068 | $6,710+50.0% | $5,820+73.0% | $6,710+50.0% |
| Admin fee / account holder | $35,919 | $14,007+156.4% | $10,614+238.4% | $11,403+215.0% |