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 | $330,600 | $176,812+87.0% | $146,665+125.4% | $167,490+97.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 29.87% | 24.03%+5.8pp | 22.74%+7.1pp | 478.56%-448.7pp |
| Employer contribution / active EE | $13,034 | $5,160+152.6% | $4,136+215.1% | $4,837+169.4% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $5,966 | $13,259-55.0% | $10,280-42.0% | $12,309-51.5% |