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 | $333,757 | $78,705+324.1% | $117,854+183.2% | $70,131+375.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.49% | 23.30%-4.8pp | 335.08%-316.6pp | 73.14%-54.6pp |
| Employer contribution / active EE | $6,493 | $2,223+192.1% | $3,786+71.5% | $2,342+177.2% |
| Participant deferral / active EE | $6,420 | $3,297+94.7% | $4,482+43.3% | $3,332+92.7% |
| Admin fee / account holder | $30,345 | $5,065+499.1% | $8,020+278.4% | $4,645+553.2% |