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 4-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 | $439,090 | $118,450+270.7% | $98,439+346.1% | $139,434+214.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.94% | 18.94%-3.0pp | 21.16%-5.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $7,417 | $3,609+105.5% | $3,048+143.3% | $4,751+56.1% |
| Participant deferral / active EE | $5,697 | $5,392+5.7% | $4,738+20.2% | $6,710-15.1% |
| Admin fee / account holder | $953 | $14,026-93.2% | $8,948-89.3% | $11,403-91.6% |