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 | $440,016 | $165,335+166.1% | $149,696+193.9% | $158,922+176.9% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 12.90% | 348.15%-335.2pp | 276.60%-263.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $18,237 | $5,103+257.4% | $4,644+292.7% | $4,761+283.0% |
| Participant deferral / active EE | $3,260 | $7,181-54.6% | $6,842-52.3% | $5,982-45.5% |
| Admin fee / account holder | $1,661 | $10,807-84.6% | $9,309-82.2% | $11,246-85.2% |