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 | $365,573 | $121,625+200.6% | $104,607+249.5% | $158,922+130.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.26% | 465.26%-448.0pp | 340.46%-323.2pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,505 | $3,163-52.4% | $2,681-43.9% | $4,761-68.4% |
| Participant deferral / active EE | $3,870 | $4,177-7.4% | $3,740+3.5% | $5,982-35.3% |
| Admin fee / account holder | $1,035 | $7,787-86.7% | $6,473-84.0% | $11,246-90.8% |