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 8-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 | $292,277 | $67,823+330.9% | $52,425+457.5% | $137,256+112.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 14.93% | 219.11%-204.2pp | 302.12%-287.2pp | 220.34%-205.4pp |
| Employer contribution / active EE | $10,102 | $1,163+768.6% | $914+1005.0% | $4,156+143.1% |
| Participant deferral / active EE | $17,715 | $2,288+674.3% | $1,790+889.4% | $6,407+176.5% |
| Admin fee / account holder | $1,813 | $2,844-36.3% | $2,495-27.4% | $12,270-85.2% |