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 | $533,153 | $214,378+148.7% | $200,582+165.8% | $142,382+274.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.44% | 46.41%-25.0pp | 42.33%-20.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $9,582 | $6,841+40.1% | $6,419+49.3% | $4,299+122.9% |
| Participant deferral / active EE | $24,500 | $9,865+148.4% | $9,331+162.6% | $6,507+276.5% |
| Admin fee / account holder | $1,427 | $17,692-91.9% | $16,305-91.2% | $12,624-88.7% |