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 | $388,365 | $104,664+271.1% | $85,682+353.3% | $167,490+131.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 15.39% | 21.45%-6.1pp | 21.49%-6.1pp | 478.56%-463.2pp |
| Employer contribution / active EE | $10,786 | $3,337+223.2% | $2,618+311.9% | $4,837+123.0% |
| Participant deferral / active EE | $18,377 | $4,824+280.9% | $3,923+368.5% | $6,341+189.8% |
| Admin fee / account holder | $23,604 | $10,032+135.3% | $6,873+243.4% | $12,309+91.8% |