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 | $348,415 | $100,773+245.7% | $88,946+291.7% | $142,382+144.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.44% | 70.18%-51.7pp | 57.82%-39.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $14,471 | $2,918+396.0% | $2,555+466.4% | $4,299+236.6% |
| Participant deferral / active EE | $17,350 | $5,230+231.7% | $4,581+278.7% | $6,507+166.6% |
| Admin fee / account holder | $5,956 | $9,693-38.6% | $8,261-27.9% | $12,624-52.8% |