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 | $510,693 | $214,378+138.2% | $200,582+154.6% | $142,382+258.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.47% | 46.41%-32.9pp | 42.33%-28.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $8,466 | $6,841+23.7% | $6,419+31.9% | $4,299+96.9% |
| Participant deferral / active EE | $20,633 | $9,865+109.2% | $9,331+121.1% | $6,507+217.1% |
| Admin fee / account holder | $2,414 | $17,692-86.4% | $16,305-85.2% | $12,624-80.9% |