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 | $408,231 | $108,919+274.8% | $100,391+306.6% | $145,922+179.8% |
| Participation rate | 88.9% | 82.9%+6.0pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 16.37% | 57.88%-41.5pp | 49.20%-32.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $4,202 | $4,419-4.9% | $3,942+6.6% | $4,660-9.8% |
| Participant deferral / active EE | $5,031 | $8,445-40.4% | $8,082-37.7% | $6,688-24.8% |
| Admin fee / account holder | $2,510 | $9,689-74.1% | $7,899-68.2% | $13,397-81.3% |