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 5-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 | $312,564 | $99,877+212.9% | $84,966+267.9% | $145,922+114.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.73% | 83.76%-67.0pp | 66.38%-49.7pp | 561.29%-544.6pp |
| Employer contribution / active EE | $9,309 | $3,231+188.1% | $2,727+241.3% | $4,660+99.8% |
| Participant deferral / active EE | $28,584 | $5,291+440.3% | $4,519+532.5% | $6,688+327.4% |
| Admin fee / account holder | $6,661 | $7,248-8.1% | $6,149+8.3% | $13,397-50.3% |