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 | $327,913 | $117,381+179.4% | $99,443+229.7% | $152,861+114.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 6.10% | 31.87%-25.8pp | 30.72%-24.6pp | 345.32%-339.2pp |
| Employer contribution / active EE | $2,654 | $3,013-11.9% | $2,540+4.5% | $4,762-44.3% |
| Participant deferral / active EE | $9,039 | $4,086+121.2% | $3,619+149.8% | $5,850+54.5% |
| Admin fee / account holder | $3,467 | $7,631-54.6% | $6,250-44.5% | $11,596-70.1% |