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 | $435,380 | $72,277+502.4% | $101,248+330.0% | $79,858+445.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.39% | 22.30%-8.9pp | 46.47%-33.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $17,256 | $2,692+541.1% | $3,660+371.5% | $2,471+598.4% |
| Participant deferral / active EE | $11,250 | $3,282+242.8% | $4,370+157.4% | $3,740+200.8% |
| Admin fee / account holder | $9,404 | $4,400+113.7% | $5,945+58.2% | $5,306+77.2% |