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 | $282,158 | $63,346+345.4% | $92,233+205.9% | $70,131+302.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.23% | 530.12%-512.9pp | 176.28%-159.1pp | 73.14%-55.9pp |
| Employer contribution / active EE | $21,289 | $2,471+761.5% | $3,679+478.6% | $2,342+808.9% |
| Participant deferral / active EE | $8,652 | $2,854+203.2% | $3,897+122.0% | $3,332+159.7% |
| Admin fee / account holder | $1,349 | $3,840-64.9% | $5,194-74.0% | $4,645-71.0% |