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 | $358,344 | $114,381+213.3% | $107,525+233.3% | $142,382+151.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.15% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $6,470 | $4,015+61.2% | $3,754+72.4% | $4,299+50.5% |
| Participant deferral / active EE | $10,706 | $5,564+92.4% | $5,116+109.3% | $6,507+64.5% |
| Admin fee / account holder | $2,636 | $9,860-73.3% | $8,919-70.4% | $12,624-79.1% |