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 | $293,063 | $124,281+135.8% | $109,143+168.5% | $167,490+75.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.92% | 26.04%-8.1pp | 25.75%-7.8pp | 478.56%-460.6pp |
| Employer contribution / active EE | $2,590 | $4,207-38.4% | $3,722-30.4% | $4,837-46.5% |
| Participant deferral / active EE | $11,400 | $5,255+116.9% | $4,653+145.0% | $6,341+79.8% |
| Admin fee / account holder | $1,557 | $7,970-80.5% | $6,752-76.9% | $12,309-87.4% |