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 | $433,062 | $201,259+115.2% | $184,200+135.1% | $145,959+196.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.98% | 28.98%-13.0pp | 28.80%-12.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $15,567 | $7,018+121.8% | $6,424+142.3% | $4,661+234.0% |
| Participant deferral / active EE | $16,874 | $9,806+72.1% | $9,132+84.8% | $6,689+152.3% |
| Admin fee / account holder | $4,113 | $16,372-74.9% | $13,907-70.4% | $13,398-69.3% |