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 | $373,533 | $80,717+362.8% | $154,803+141.3% | $84,808+340.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 19.06% | 37.96%-18.9pp | 58.88%-39.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $49,546 | $2,761+1694.3% | $4,305+1050.8% | $2,631+1783.2% |
| Participant deferral / active EE | $20,978 | $3,303+535.1% | $5,540+278.6% | $4,212+398.1% |
| Admin fee / account holder | $14,740 | $6,746+118.5% | $14,329+2.9% | $7,344+100.7% |