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 | $584,967 | $109,881+432.4% | $150,045+289.9% | $84,808+589.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.00% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $15,928 | $3,561+347.3% | $4,693+239.4% | $2,631+505.4% |
| Participant deferral / active EE | $10,740 | $6,636+61.8% | $7,997+34.3% | $4,212+155.0% |
| Admin fee / account holder | $25,012 | $8,568+191.9% | $13,435+86.2% | $7,344+240.6% |