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 | $505,068 | $114,381+341.6% | $107,525+369.7% | $142,382+254.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.38% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $18,838 | $4,015+369.2% | $3,754+401.9% | $4,299+338.2% |
| Participant deferral / active EE | $3,026 | $5,564-45.6% | $5,116-40.8% | $6,507-53.5% |
| Admin fee / account holder | $7,720 | $9,860-21.7% | $8,919-13.4% | $12,624-38.8% |