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 | $350,960 | $77,419+353.3% | $69,455+405.3% | $152,861+129.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 21.21% | 39.06%-17.8pp | 28.97%-7.8pp | 345.32%-324.1pp |
| Employer contribution / active EE | $37,148 | $3,315+1020.5% | $2,779+1236.7% | $4,762+680.0% |
| Participant deferral / active EE | $12,500 | $4,414+183.2% | $3,535+253.6% | $5,850+113.7% |
| Admin fee / account holder | $2,538 | $6,207-59.1% | $3,839-33.9% | $11,596-78.1% |