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 | $258,703 | $160,055+61.6% | $140,016+84.8% | $135,375+91.1% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -0.89% | 911.38%-912.3pp | 651.12%-652.0pp | 519.73%-520.6pp |
| Employer contribution / active EE | $23,032 | $6,420+258.7% | $5,606+310.9% | $4,779+382.0% |
| Participant deferral / active EE | $20,892 | $7,642+173.4% | $6,927+201.6% | $5,609+272.5% |
| Admin fee / account holder | $13,235 | $13,328-0.7% | $10,705+23.6% | $10,827+22.2% |