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 7-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 | $435,483 | $111,754+289.7% | $103,333+321.4% | $145,922+198.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.26% | 24.77%-13.5pp | 24.88%-13.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $18,744 | $4,212+345.0% | $3,868+384.6% | $4,660+302.3% |
| Participant deferral / active EE | $12,713 | $5,619+126.3% | $5,057+151.4% | $6,688+90.1% |
| Admin fee / account holder | $3,850 | $9,750-60.5% | $8,355-53.9% | $13,397-71.3% |