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 8-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 | $346,732 | $176,377+96.6% | $134,143+158.5% | $158,922+118.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.47% | 63.63%-46.2pp | 36.33%-18.9pp | 302.83%-285.4pp |
| Employer contribution / active EE | $21,677 | $5,040+330.1% | $3,704+485.3% | $4,761+355.3% |
| Participant deferral / active EE | $19,518 | $4,091+377.1% | $3,499+457.8% | $5,982+226.3% |
| Admin fee / account holder | $4,299 | $8,718-50.7% | $6,684-35.7% | $11,246-61.8% |