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 | $416,065 | $101,724+309.0% | $164,813+152.4% | $80,856+414.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.17% | 16.72%-2.5pp | 69.93%-55.8pp | 35.59%-21.4pp |
| Employer contribution / active EE | $21,154 | $2,953+616.2% | $4,341+387.3% | $2,755+667.9% |
| Participant deferral / active EE | $18,420 | $4,477+311.4% | $6,031+205.4% | $4,296+328.8% |
| Admin fee / account holder | $545 | $8,227-93.4% | $12,690-95.7% | $6,918-92.1% |