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 7-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 | $271,519 | $106,584+154.7% | $101,326+168.0% | $142,382+90.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.66% | 36.93%-21.3pp | 36.82%-21.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $16,748 | $3,956+323.4% | $3,665+356.9% | $4,299+289.6% |
| Participant deferral / active EE | $10,096 | $8,297+21.7% | $7,994+26.3% | $6,507+55.2% |
| Admin fee / account holder | $3,418 | $11,446-70.1% | $11,185-69.4% | $12,624-72.9% |