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 | $127,065+172.7% | $113,168+206.2% | $142,382+143.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 24.49% | 24.03%+0.5pp | 24.27%+0.2pp | 217.08%-192.6pp |
| Employer contribution / active EE | $26,860 | $3,442+680.3% | $2,975+802.8% | $4,299+524.8% |
| Participant deferral / active EE | $25,542 | $5,716+346.8% | $5,107+400.2% | $6,507+292.5% |
| Admin fee / account holder | $2,538 | $15,736-83.9% | $12,068-79.0% | $12,624-79.9% |