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 6-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 | $321,531 | $133,922+140.1% | $116,228+176.6% | $142,382+125.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.31% | 147.76%-131.4pp | 90.06%-73.7pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,000 | $3,446-12.9% | $2,994+0.2% | $4,299-30.2% |
| Participant deferral / active EE | $10,313 | $5,672+81.8% | $4,953+108.2% | $6,507+58.5% |
| Admin fee / account holder | $43,005 | $14,945+187.8% | $11,989+258.7% | $12,624+240.7% |