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 | $332,174 | $112,729+194.7% | $98,716+236.5% | $137,256+142.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.68% | 38.48%-20.8pp | 31.81%-14.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $6,119 | $2,725+124.5% | $2,279+168.5% | $4,156+47.2% |
| Participant deferral / active EE | $11,728 | $4,640+152.7% | $4,048+189.7% | $6,407+83.1% |
| Admin fee / account holder | $1,951 | $10,129-80.7% | $8,703-77.6% | $12,270-84.1% |