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 | $537,556 | $115,770+364.3% | $101,248+430.9% | $158,922+238.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.18% | 56.14%-29.0pp | 46.47%-19.3pp | 302.83%-275.6pp |
| Employer contribution / active EE | $19,047 | $4,175+356.3% | $3,660+420.5% | $4,761+300.1% |
| Participant deferral / active EE | $13,911 | $4,957+180.6% | $4,370+218.3% | $5,982+132.5% |
| Admin fee / account holder | $5,870 | $7,245-19.0% | $5,945-1.3% | $11,246-47.8% |