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 9-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 | $268,236 | $106,515+151.8% | $96,683+177.4% | $139,434+92.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.87% | 38.43%-23.6pp | 35.69%-20.8pp | 372.94%-358.1pp |
| Employer contribution / active EE | $8,400 | $4,103+104.7% | $3,737+124.8% | $4,751+76.8% |
| Participant deferral / active EE | $25,647 | $5,454+370.3% | $4,878+425.7% | $6,710+282.2% |
| Admin fee / account holder | $1,915 | $7,877-75.7% | $6,730-71.5% | $11,403-83.2% |