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 | $758,179 | $77,899+873.3% | $149,673+406.6% | $75,163+908.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.11% | 31.72%-15.6pp | 134.42%-118.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $37,689 | $3,137+1101.3% | $4,818+682.3% | $2,670+1311.7% |
| Participant deferral / active EE | $23,106 | $3,411+577.4% | $5,680+306.8% | $4,125+460.1% |
| Admin fee / account holder | $171,898 | $5,956+2786.0% | $13,210+1201.3% | $5,651+2942.0% |