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 | $281,609 | $101,069+178.6% | $81,478+245.6% | $147,584+90.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 8.37% | 32.40%-24.0pp | 38.78%-30.4pp | 578.55%-570.2pp |
| Employer contribution / active EE | $2,856 | $3,205-10.9% | $2,568+11.2% | $4,876-41.4% |
| Participant deferral / active EE | $2,856 | $4,242-32.7% | $3,537-19.2% | $5,439-47.5% |
| Admin fee / account holder | $2,826 | $5,812-51.4% | $4,561-38.1% | $10,885-74.0% |