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 | $330,038 | $101,069+226.5% | $81,478+305.1% | $147,584+123.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.36% | 32.40%-15.0pp | 38.78%-21.4pp | 578.55%-561.2pp |
| Employer contribution / active EE | $34,300 | $3,205+970.2% | $2,568+1235.8% | $4,876+603.4% |
| Participant deferral / active EE | $22,575 | $4,242+432.2% | $3,537+538.3% | $5,439+315.1% |
| Admin fee / account holder | $2,803 | $5,812-51.8% | $4,561-38.6% | $10,885-74.3% |