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 6-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 | $408,185 | $100,773+305.1% | $88,946+358.9% | $142,382+186.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.83% | 70.18%-51.3pp | 57.82%-39.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $9,236 | $2,918+216.6% | $2,555+261.5% | $4,299+114.8% |
| Participant deferral / active EE | $12,175 | $5,230+132.8% | $4,581+165.8% | $6,507+87.1% |
| Admin fee / account holder | $1,893 | $9,693-80.5% | $8,261-77.1% | $12,624-85.0% |