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 | $250,624 | $85,022+194.8% | $70,515+255.4% | $139,434+79.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 17.54% | 30.38%-12.8pp | 32.77%-15.2pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,858 | $3,909-26.9% | $2,973-3.9% | $4,751-39.8% |
| Participant deferral / active EE | $18,427 | $5,890+212.8% | $4,567+303.5% | $6,710+174.6% |
| Admin fee / account holder | $1,185 | $8,906-86.7% | $6,412-81.5% | $11,403-89.6% |