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 | $284,598 | $118,849+139.5% | $96,562+194.7% | $167,490+69.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.94% | 50.49%-32.5pp | 37.78%-19.8pp | 478.56%-460.6pp |
| Employer contribution / active EE | $6,639 | $3,120+112.8% | $2,356+181.8% | $4,837+37.2% |
| Participant deferral / active EE | $8,764 | $4,616+89.9% | $3,849+127.7% | $6,341+38.2% |
| Admin fee / account holder | $1,481 | $8,065-81.6% | $6,181-76.0% | $12,309-88.0% |