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 9-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 | $277,169 | $154,117+79.8% | $129,995+113.2% | $139,434+98.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 13.26% | 32.48%-19.2pp | -137.18%+150.4pp | 372.94%-359.7pp |
| Employer contribution / active EE | $15,338 | $5,289+190.0% | $4,320+255.1% | $4,751+222.8% |
| Participant deferral / active EE | $18,000 | $6,710+168.3% | $5,820+209.3% | $6,710+168.2% |
| Admin fee / account holder | $1,275 | $14,007-90.9% | $10,614-88.0% | $11,403-88.8% |