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 | $346,500 | $124,425+178.5% | $112,040+209.3% | $137,256+152.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 24.49% | 24.72%-0.2pp | 24.52%0pp | 220.34%-195.9pp |
| Employer contribution / active EE | $26,860 | $3,411+687.4% | $2,954+809.3% | $4,156+546.3% |
| Participant deferral / active EE | $25,542 | $5,718+346.7% | $5,098+401.1% | $6,407+298.7% |
| Admin fee / account holder | $2,538 | $15,207-83.3% | $12,098-79.0% | $12,270-79.3% |