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 | $366,141 | $81,248+350.6% | $155,509+135.4% | $80,856+352.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.62% | 33.31%-16.7pp | 64.67%-48.0pp | 35.59%-19.0pp |
| Employer contribution / active EE | $6,924 | $3,100+123.3% | $4,672+48.2% | $2,755+151.3% |
| Participant deferral / active EE | $3,825 | $3,452+10.8% | $5,626-32.0% | $4,296-11.0% |
| Admin fee / account holder | $14,845 | $7,997+85.6% | $15,912-6.7% | $6,918+114.6% |