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 | $428,776 | $85,202+403.2% | $172,739+148.2% | $72,985+487.5% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 18.90% | 27.32%-8.4pp | 802.84%-783.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $8,875 | $3,324+167.0% | $5,143+72.6% | $2,440+263.8% |
| Participant deferral / active EE | $5,156 | $3,260+58.2% | $5,198-0.8% | $3,607+42.9% |
| Admin fee / account holder | $62,908 | $5,884+969.2% | $13,954+350.8% | $5,124+1127.6% |