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 | $313,009 | $106,749+193.2% | $145,433+115.2% | $82,448+279.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.97% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $26,270 | $3,444+662.7% | $4,554+476.8% | $2,551+929.8% |
| Participant deferral / active EE | $20,045 | $6,519+207.5% | $7,897+153.8% | $4,139+384.3% |
| Admin fee / account holder | $46,466 | $8,390+453.8% | $13,129+253.9% | $7,234+542.3% |