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 8-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 | $381,474 | $53,596+611.8% | $90,645+320.8% | $64,186+494.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | 86.51% | 4.41%+82.1pp | 1.88%+84.6pp | 7.63%+78.9pp |
| Employer contribution / active EE | $9,199 | $1,503+512.1% | $2,532+263.4% | $2,381+286.4% |
| Participant deferral / active EE | $7,404 | $2,459+201.1% | $3,425+116.2% | $3,470+113.4% |
| Admin fee / account holder | $9,433 | $3,868+143.9% | $4,994+88.9% | $4,888+93.0% |