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 | $260,447 | $100,773+158.4% | $88,946+192.8% | $142,382+82.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.49% | 70.18%-50.7pp | 57.82%-38.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $10,609 | $2,918+263.6% | $2,555+315.2% | $4,299+146.8% |
| Participant deferral / active EE | $24,467 | $5,230+367.8% | $4,581+434.1% | $6,507+276.0% |
| Admin fee / account holder | $56,376 | $9,693+481.6% | $8,261+582.4% | $12,624+346.6% |