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 | $384,960 | $62,573+515.2% | $85,682+349.3% | $85,850+348.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 11.63% | 23.77%-12.1pp | 21.49%-9.9pp | 318.53%-306.9pp |
| Employer contribution / active EE | $40,485 | $1,757+2204.5% | $2,618+1446.2% | $2,565+1478.3% |
| Participant deferral / active EE | $23,847 | $2,802+751.0% | $3,923+507.9% | $3,952+503.5% |
| Admin fee / account holder | $10,044 | $4,640+116.5% | $6,873+46.1% | $6,260+60.5% |