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 | $412,779 | $127,264+224.3% | $109,895+275.6% | $167,490+146.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 18.69% | 22.97%-4.3pp | 29.45%-10.8pp | 478.56%-459.9pp |
| Employer contribution / active EE | $12,835 | $3,322+286.3% | $2,842+351.5% | $4,837+165.3% |
| Participant deferral / active EE | $17,333 | $4,514+284.0% | $4,048+328.2% | $6,341+173.3% |
| Admin fee / account holder | $5,872 | $7,114-17.5% | $6,066-3.2% | $12,309-52.3% |