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 5-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 | $314,321 | $77,899+303.5% | $149,673+110.0% | $75,163+318.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 27.76% | 31.72%-4.0pp | 134.42%-106.7pp | 160.62%-132.9pp |
| Employer contribution / active EE | $19,815 | $3,137+531.6% | $4,818+311.3% | $2,670+642.2% |
| Participant deferral / active EE | $15,187 | $3,411+345.2% | $5,680+167.4% | $4,125+268.2% |
| Admin fee / account holder | $644 | $5,956-89.2% | $13,210-95.1% | $5,651-88.6% |