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 | $389,289 | $201,272+93.4% | $184,203+111.3% | $145,922+166.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.61% | 29.00%-7.4pp | 28.81%-7.2pp | 561.29%-539.7pp |
| Employer contribution / active EE | $8,413 | $7,022+19.8% | $6,427+30.9% | $4,660+80.5% |
| Participant deferral / active EE | $3,688 | $9,806-62.4% | $9,131-59.6% | $6,688-44.9% |
| Admin fee / account holder | $23,121 | $16,364+41.3% | $13,901+66.3% | $13,397+72.6% |