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 | $351,875 | $140,940+149.7% | $112,229+213.5% | $139,434+152.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.54% | 32.71%-18.2pp | 30.20%-15.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $8,787 | $4,283+105.2% | $3,430+156.2% | $4,751+85.0% |
| Participant deferral / active EE | $9,532 | $5,874+62.3% | $4,798+98.7% | $6,710+42.1% |
| Admin fee / account holder | $2,790 | $9,954-72.0% | $7,748-64.0% | $11,403-75.5% |