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 | $209,336+144.0% | $197,124+159.1% | $137,256+272.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.47% | 48.09%-34.6pp | 44.34%-30.9pp | 220.34%-206.9pp |
| Employer contribution / active EE | $8,466 | $6,591+28.4% | $6,227+35.9% | $4,156+103.7% |
| Participant deferral / active EE | $20,633 | $9,614+114.6% | $9,135+125.9% | $6,407+222.1% |
| Admin fee / account holder | $2,414 | $17,308-86.1% | $16,298-85.2% | $12,270-80.3% |