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 | $637,204 | $140,940+352.1% | $112,229+467.8% | $139,434+357.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.36% | 32.71%-16.3pp | 30.20%-13.8pp | 372.94%-356.6pp |
| Employer contribution / active EE | $13,894 | $4,283+224.4% | $3,430+305.0% | $4,751+192.4% |
| Participant deferral / active EE | $27,012 | $5,874+359.9% | $4,798+463.0% | $6,710+302.6% |
| Admin fee / account holder | $6,727 | $9,954-32.4% | $7,748-13.2% | $11,403-41.0% |