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 | $499,084 | $197,591+152.6% | $177,821+180.7% | $158,922+214.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.60% | 58.76%-34.2pp | 48.32%-23.7pp | 302.83%-278.2pp |
| Employer contribution / active EE | $1,740 | $6,697-74.0% | $5,918-70.6% | $4,761-63.4% |
| Participant deferral / active EE | $8,481 | $8,405+0.9% | $7,714+9.9% | $5,982+41.8% |
| Admin fee / account holder | $1,294 | $15,399-91.6% | $12,427-89.6% | $11,246-88.5% |