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 6-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 | $394,984 | $81,460+384.9% | $103,333+282.2% | $80,856+388.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.57% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $11,442 | $3,105+268.5% | $3,868+195.8% | $2,755+315.3% |
| Participant deferral / active EE | $12,490 | $3,869+222.9% | $5,057+147.0% | $4,296+190.8% |
| Admin fee / account holder | $2,096 | $6,566-68.1% | $8,355-74.9% | $6,918-69.7% |