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 | $416,217 | $127,065+227.6% | $113,168+267.8% | $142,382+192.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.34% | 24.03%-5.7pp | 24.27%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,493 | $3,442-27.6% | $2,975-16.2% | $4,299-42.0% |
| Participant deferral / active EE | $15,076 | $5,716+163.7% | $5,107+195.2% | $6,507+131.7% |
| Admin fee / account holder | $21,450 | $15,736+36.3% | $12,068+77.7% | $12,624+69.9% |