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 | $276,714 | $106,749+159.2% | $145,433+90.3% | $82,448+235.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.31% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $8,336 | $3,444+142.0% | $4,554+83.0% | $2,551+226.8% |
| Participant deferral / active EE | $18,004 | $6,519+176.2% | $7,897+128.0% | $4,139+334.9% |
| Admin fee / account holder | $13,026 | $8,390+55.3% | $13,129-0.8% | $7,234+80.1% |