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 8-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 | $278,499 | $59,839+365.4% | $81,983+239.7% | $79,858+248.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 41.44% | 17.56%+23.9pp | 41.31%+0.1pp | 31.71%+9.7pp |
| Employer contribution / active EE | $35,828 | $1,713+1991.0% | $2,498+1334.2% | $2,471+1350.0% |
| Participant deferral / active EE | $20,346 | $2,695+654.9% | $3,722+446.6% | $3,740+444.0% |
| Admin fee / account holder | $8,398 | $4,287+95.9% | $5,664+48.3% | $5,306+58.3% |