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 6-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 | $406,083 | $109,817+269.8% | $98,442+312.5% | $167,490+142.5% |
| Participation rate | 95.2% | 75.8%+19.4pp | 73.3%+21.9pp | 82.1%+13.1pp |
| Annual return | 14.95% | 1956.69%-1941.7pp | 1492.73%-1477.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $6,344 | $3,224+96.8% | $2,960+114.3% | $4,837+31.1% |
| Participant deferral / active EE | $11,112 | $4,673+137.8% | $4,276+159.8% | $6,341+75.2% |
| Admin fee / account holder | $806 | $6,753-88.1% | $5,949-86.5% | $12,309-93.5% |