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 | $297,671 | $111,535+166.9% | $105,223+182.9% | $137,256+116.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.26% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $14,735 | $3,939+274.0% | $3,689+299.5% | $4,156+254.5% |
| Participant deferral / active EE | $10,567 | $5,500+92.1% | $5,072+108.3% | $6,407+64.9% |
| Admin fee / account holder | $2,203 | $9,721-77.3% | $8,859-75.1% | $12,270-82.0% |