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 | $299,383 | $111,814+167.8% | $103,374+189.6% | $145,959+105.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.93% | 24.77%-8.8pp | 24.89%-9.0pp | 561.95%-546.0pp |
| Employer contribution / active EE | $2,493 | $4,214-40.8% | $3,869-35.6% | $4,661-46.5% |
| Participant deferral / active EE | $18,000 | $5,618+220.4% | $5,058+255.9% | $6,689+169.1% |
| Admin fee / account holder | $2,639 | $9,754-72.9% | $8,394-68.6% | $13,398-80.3% |