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 | $462,174 | $238,490+93.8% | $180,183+156.5% | $142,382+224.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 12.38% | 33.56%-21.2pp | 27.86%-15.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $5,815 | $6,143-5.3% | $5,039+15.4% | $4,299+35.3% |
| Participant deferral / active EE | $15,036 | $7,996+88.0% | $6,822+120.4% | $6,507+131.1% |
| Admin fee / account holder | $91,466 | $28,866+216.9% | $19,975+357.9% | $12,624+624.6% |