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 | $414,867 | $124,425+233.4% | $112,040+270.3% | $137,256+202.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.24% | 24.72%-12.5pp | 24.52%-12.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,094 | $3,411-38.6% | $2,954-29.1% | $4,156-49.6% |
| Participant deferral / active EE | $20,167 | $5,718+252.7% | $5,098+295.6% | $6,407+214.8% |
| Admin fee / account holder | $104,197 | $15,207+585.2% | $12,098+761.3% | $12,270+749.2% |