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 7-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 | $320,593 | $107,452+198.4% | $91,541+250.2% | $142,382+125.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.20% | 22.06%-6.9pp | 20.50%-5.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $26,956 | $2,994+800.3% | $2,505+976.3% | $4,299+527.0% |
| Participant deferral / active EE | $31,053 | $4,754+553.2% | $4,008+674.8% | $6,507+377.2% |
| Admin fee / account holder | $4,125 | $8,834-53.3% | $6,956-40.7% | $12,624-67.3% |