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 | $314,122 | $176,377+78.1% | $134,143+134.2% | $158,922+97.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.03% | 63.63%-49.6pp | 36.33%-22.3pp | 302.83%-288.8pp |
| Employer contribution / active EE | $18,875 | $5,040+274.5% | $3,704+409.6% | $4,761+296.4% |
| Participant deferral / active EE | $13,000 | $4,091+217.7% | $3,499+271.6% | $5,982+117.3% |
| Admin fee / account holder | $1,635 | $8,718-81.2% | $6,684-75.5% | $11,246-85.5% |