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 | $288,984 | $117,983+144.9% | $101,794+183.9% | $142,382+103.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.17% | 36.92%-19.7pp | 30.53%-13.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $24,300 | $2,773+776.4% | $2,289+961.6% | $4,299+465.2% |
| Participant deferral / active EE | $20,750 | $4,714+340.2% | $4,084+408.1% | $6,507+218.9% |
| Admin fee / account holder | $864 | $10,433-91.7% | $8,777-90.2% | $12,624-93.2% |