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 | $253,180 | $105,126+140.8% | $94,646+167.5% | $139,434+81.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.16% | 38.03%-19.9pp | 156.71%-138.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $18,683 | $4,106+355.1% | $3,672+408.8% | $4,751+293.3% |
| Participant deferral / active EE | $7,500 | $7,599-1.3% | $7,418+1.1% | $6,710+11.8% |
| Admin fee / account holder | $969 | $8,984-89.2% | $7,231-86.6% | $11,403-91.5% |