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 | $779,494 | $60,022+1198.7% | $88,946+776.4% | $84,808+819.1% |
| Participation rate | 97.4% | 57.8%+39.6pp | 68.8%+28.6pp | 68.3%+29.1pp |
| Annual return | 14.29% | 22.43%-8.1pp | 57.82%-43.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $22,563 | $1,703+1225.1% | $2,555+783.1% | $2,631+757.6% |
| Participant deferral / active EE | $25,223 | $3,114+710.1% | $4,581+450.6% | $4,212+498.9% |
| Admin fee / account holder | $32,785 | $4,811+581.5% | $8,261+296.9% | $7,344+346.4% |