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 | $369,085 | $114,381+222.7% | $107,525+243.3% | $142,382+159.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.68% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $23,401 | $4,015+482.9% | $3,754+523.4% | $4,299+444.3% |
| Participant deferral / active EE | $16,932 | $5,564+204.3% | $5,116+231.0% | $6,507+160.2% |
| Admin fee / account holder | $4,029 | $9,860-59.1% | $8,919-54.8% | $12,624-68.1% |