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 | $338,212 | $110,261+206.7% | $95,745+253.2% | $139,434+142.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.65% | 27.11%-18.5pp | 28.35%-19.7pp | 372.94%-364.3pp |
| Employer contribution / active EE | $8,075 | $3,257+147.9% | $2,835+184.9% | $4,751+70.0% |
| Participant deferral / active EE | $5,029 | $4,676+7.5% | $4,245+18.5% | $6,710-25.1% |
| Admin fee / account holder | $9,178 | $6,613+38.8% | $5,678+61.7% | $11,403-19.5% |