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 | $265,890 | $124,425+113.7% | $112,040+137.3% | $137,256+93.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.97% | 24.72%-9.7pp | 24.52%-9.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $23,103 | $3,411+577.2% | $2,954+682.1% | $4,156+455.9% |
| Participant deferral / active EE | $23,550 | $5,718+311.8% | $5,098+362.0% | $6,407+267.6% |
| Admin fee / account holder | $17,134 | $15,207+12.7% | $12,098+41.6% | $12,270+39.6% |