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 9-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 | $387,101 | $106,515+263.4% | $96,683+300.4% | $139,434+177.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.39% | 38.43%-26.0pp | 35.69%-23.3pp | 372.94%-360.6pp |
| Employer contribution / active EE | $14,795 | $4,103+260.6% | $3,737+295.9% | $4,751+211.4% |
| Participant deferral / active EE | $12,998 | $5,454+138.3% | $4,878+166.5% | $6,710+93.7% |
| Admin fee / account holder | $2,348 | $7,877-70.2% | $6,730-65.1% | $11,403-79.4% |