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 6-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 | $361,421 | $77,899+364.0% | $149,673+141.5% | $75,163+380.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.62% | 31.72%-14.1pp | 134.42%-116.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $8,911 | $3,137+184.0% | $4,818+85.0% | $2,670+233.8% |
| Participant deferral / active EE | $6,325 | $3,411+85.4% | $5,680+11.3% | $4,125+53.3% |
| Admin fee / account holder | $4,121 | $5,956-30.8% | $13,210-68.8% | $5,651-27.1% |