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 | $305,796 | $100,773+203.4% | $88,946+243.8% | $142,382+114.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.14% | 70.18%-59.0pp | 57.82%-46.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $4,786 | $2,918+64.0% | $2,555+87.3% | $4,299+11.3% |
| Participant deferral / active EE | $24,215 | $5,230+363.0% | $4,581+428.6% | $6,507+272.1% |
| Admin fee / account holder | $4,154 | $9,693-57.1% | $8,261-49.7% | $12,624-67.1% |