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 | $488,845 | $100,773+385.1% | $88,946+449.6% | $142,382+243.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.57% | 70.18%-51.6pp | 57.82%-39.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $8,852 | $2,918+203.4% | $2,555+246.5% | $4,299+105.9% |
| Participant deferral / active EE | $12,904 | $5,230+146.7% | $4,581+181.7% | $6,507+98.3% |
| Admin fee / account holder | $5,455 | $9,693-43.7% | $8,261-34.0% | $12,624-56.8% |