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 | $325,170 | $114,381+184.3% | $107,525+202.4% | $142,382+128.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.74% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $32,097 | $4,015+699.5% | $3,754+755.1% | $4,299+646.6% |
| Participant deferral / active EE | $21,917 | $5,564+293.9% | $5,116+328.4% | $6,507+236.8% |
| Admin fee / account holder | $2,895 | $9,860-70.6% | $8,919-67.5% | $12,624-77.1% |