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 | $526,844 | $197,591+166.6% | $177,821+196.3% | $158,922+231.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 27.54% | 58.76%-31.2pp | 48.32%-20.8pp | 302.83%-275.3pp |
| Employer contribution / active EE | $3,616 | $6,697-46.0% | $5,918-38.9% | $4,761-24.1% |
| Participant deferral / active EE | $12,157 | $8,405+44.6% | $7,714+57.6% | $5,982+103.2% |
| Admin fee / account holder | $40,645 | $15,399+163.9% | $12,427+227.1% | $11,246+261.4% |