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 | $308,845 | $95,193+224.4% | $76,523+303.6% | $135,375+128.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 7.54% | 4.85%+2.7pp | -0.27%+7.8pp | 519.73%-512.2pp |
| Employer contribution / active EE | $2,999 | $3,302-9.2% | $2,647+13.3% | $4,779-37.2% |
| Participant deferral / active EE | $2,999 | $4,639-35.4% | $3,835-21.8% | $5,609-46.5% |
| Admin fee / account holder | $920 | $6,249-85.3% | $4,848-81.0% | $10,827-91.5% |