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 8-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 | $440,210 | $210,408+109.2% | $153,485+186.8% | $145,922+201.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.79% | 13.37%+5.4pp | 15.65%+3.1pp | 561.29%-542.5pp |
| Employer contribution / active EE | $26,882 | $6,048+344.5% | $5,039+433.5% | $4,660+476.9% |
| Participant deferral / active EE | $11,245 | $7,975+41.0% | $6,757+66.4% | $6,688+68.1% |
| Admin fee / account holder | $9,487 | $19,419-51.1% | $12,724-25.4% | $13,397-29.2% |