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 | $451,852 | $157,256+187.3% | $141,162+220.1% | $152,861+195.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.85% | 64.32%-43.5pp | 71.39%-50.5pp | 345.32%-324.5pp |
| Employer contribution / active EE | $5,490 | $5,261+4.3% | $4,735+15.9% | $4,762+15.3% |
| Participant deferral / active EE | $17,250 | $7,109+142.6% | $6,709+157.1% | $5,850+194.9% |
| Admin fee / account holder | $12,983 | $12,120+7.1% | $10,261+26.5% | $11,596+12.0% |