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 6-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 | $269,403 | $74,888+259.7% | $71,209+278.3% | $142,382+89.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.12% | 345.14%-324.0pp | 282.51%-261.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $21,023 | $2,854+636.5% | $2,721+672.6% | $4,299+389.0% |
| Participant deferral / active EE | $17,461 | $4,454+292.0% | $4,175+318.2% | $6,507+168.3% |
| Admin fee / account holder | $3,282 | $5,568-41.1% | $5,349-38.6% | $12,624-74.0% |