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 | $293,820 | $114,381+156.9% | $107,525+173.3% | $142,382+106.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.93% | 242.71%-224.8pp | 181.32%-163.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,433 | $4,015-14.5% | $3,754-8.5% | $4,299-20.1% |
| Participant deferral / active EE | $16,712 | $5,564+200.4% | $5,116+226.7% | $6,507+156.8% |
| Admin fee / account holder | $12,230 | $9,860+24.0% | $8,919+37.1% | $12,624-3.1% |