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 | $395,316 | $109,359+261.5% | $162,163+143.8% | $72,985+441.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 29.64% | 25.46%+4.2pp | 115.59%-85.9pp | 81.00%-51.4pp |
| Employer contribution / active EE | $30,030 | $3,907+668.6% | $5,614+434.9% | $2,440+1130.8% |
| Participant deferral / active EE | $16,236 | $5,481+196.2% | $7,298+122.5% | $3,607+350.1% |
| Admin fee / account holder | $4,201 | $7,972-47.3% | $10,843-61.3% | $5,124-18.0% |