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 | $355,153 | $117,983+201.0% | $101,794+248.9% | $142,382+149.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.36% | 36.92%-19.6pp | 30.53%-13.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $24,385 | $2,773+779.5% | $2,289+965.4% | $4,299+467.2% |
| Participant deferral / active EE | $18,700 | $4,714+296.7% | $4,084+357.9% | $6,507+187.4% |
| Admin fee / account holder | $2,286 | $10,433-78.1% | $8,777-74.0% | $12,624-81.9% |