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 | $321,102 | $138,065+132.6% | $123,544+159.9% | $135,375+137.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 18.27% | 153.68%-135.4pp | 119.20%-100.9pp | 519.73%-501.5pp |
| Employer contribution / active EE | $3,108 | $5,151-39.7% | $4,628-32.8% | $4,779-35.0% |
| Participant deferral / active EE | $17,200 | $6,799+153.0% | $6,426+167.7% | $5,609+206.7% |
| Admin fee / account holder | $3,324 | $10,916-69.5% | $9,284-64.2% | $10,827-69.3% |