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 6-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 | $289,782 | $116,175+149.4% | $93,606+209.6% | $152,861+89.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.60% | 35.96%-15.4pp | 32.76%-12.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,557 | $3,218-51.6% | $2,718-42.7% | $4,762-67.3% |
| Participant deferral / active EE | $11,919 | $4,603+158.9% | $4,069+192.9% | $5,850+103.7% |
| Admin fee / account holder | $2,558 | $10,748-76.2% | $7,888-67.6% | $11,596-77.9% |