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 5-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 | $420,520 | $69,207+507.6% | $64,056+556.5% | $139,434+201.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.84% | 45.88%-28.0pp | 33.69%-15.9pp | 372.94%-355.1pp |
| Employer contribution / active EE | $8,003 | $3,182+151.5% | $2,747+191.4% | $4,751+68.4% |
| Participant deferral / active EE | $10,950 | $4,682+133.9% | $3,880+182.2% | $6,710+63.2% |
| Admin fee / account holder | $3,433 | $4,244-19.1% | $3,068+11.9% | $11,403-69.9% |