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 | $372,959 | $96,557+286.3% | $80,975+360.6% | $273,961+36.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.88% | 15.14%-6.3pp | 17.10%-8.2pp | 41.45%-32.6pp |
| Employer contribution / active EE | $21,784 | $4,868+347.5% | $3,714+486.5% | $4,869+347.4% |
| Participant deferral / active EE | $15,018 | $6,598+127.6% | $5,696+163.6% | $5,287+184.0% |
| Admin fee / account holder | $8,962 | $7,492+19.6% | $5,516+62.5% | $10,132-11.5% |