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 | $379,116 | $142,405+166.2% | $115,157+229.2% | $152,861+148.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 22.85% | 41.48%-18.6pp | 35.60%-12.8pp | 345.32%-322.5pp |
| Employer contribution / active EE | $16,771 | $4,010+318.3% | $3,179+427.6% | $4,762+252.2% |
| Participant deferral / active EE | $25,000 | $5,164+384.1% | $4,168+499.7% | $5,850+327.3% |
| Admin fee / account holder | $4,385 | $8,462-48.2% | $7,088-38.1% | $11,596-62.2% |