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 9-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 | $314,934 | $114,381+175.3% | $107,525+192.9% | $142,382+121.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.86% | 242.71%-230.8pp | 181.32%-169.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $9,863 | $4,015+145.7% | $3,754+162.8% | $4,299+129.4% |
| Participant deferral / active EE | $14,666 | $5,564+163.6% | $5,116+186.7% | $6,507+125.4% |
| Admin fee / account holder | $3,512 | $9,860-64.4% | $8,919-60.6% | $12,624-72.2% |