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 | $322,349 | $209,336+54.0% | $197,124+63.5% | $137,256+134.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 27.76% | 48.09%-20.3pp | 44.34%-16.6pp | 220.34%-192.6pp |
| Employer contribution / active EE | $5,992 | $6,591-9.1% | $6,227-3.8% | $4,156+44.2% |
| Participant deferral / active EE | $13,732 | $9,614+42.8% | $9,135+50.3% | $6,407+114.3% |
| Admin fee / account holder | $29,855 | $17,308+72.5% | $16,298+83.2% | $12,270+143.3% |