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 | $463,797 | $114,381+305.5% | $107,525+331.3% | $142,382+225.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.84% | 242.71%-220.9pp | 181.32%-159.5pp | 217.08%-195.2pp |
| Employer contribution / active EE | $45,433 | $4,015+1031.7% | $3,754+1110.4% | $4,299+956.8% |
| Participant deferral / active EE | $28,500 | $5,564+412.2% | $5,116+457.1% | $6,507+338.0% |
| Admin fee / account holder | $425 | $9,860-95.7% | $8,919-95.2% | $12,624-96.6% |