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 5-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 | $306,260 | $154,117+98.7% | $129,995+135.6% | $139,434+119.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 23.46% | 32.48%-9.0pp | -137.18%+160.6pp | 372.94%-349.5pp |
| Employer contribution / active EE | $15,184 | $5,289+187.1% | $4,320+251.5% | $4,751+219.6% |
| Participant deferral / active EE | $15,063 | $6,710+124.5% | $5,820+158.8% | $6,710+124.5% |
| Admin fee / account holder | $2,640 | $14,007-81.1% | $10,614-75.1% | $11,403-76.8% |