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 | $647,192 | $154,117+319.9% | $129,995+397.9% | $139,434+364.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.62% | 32.48%-15.9pp | -137.18%+153.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $5,295 | $5,289+0.1% | $4,320+22.6% | $4,751+11.5% |
| Participant deferral / active EE | $12,520 | $6,710+86.6% | $5,820+115.1% | $6,710+86.6% |
| Admin fee / account holder | $3,253 | $14,007-76.8% | $10,614-69.4% | $11,403-71.5% |