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 | $331,299 | $227,553+45.6% | $189,557+74.8% | $167,490+97.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 25.24% | 78.40%-53.2pp | 64.17%-38.9pp | 478.56%-453.3pp |
| Employer contribution / active EE | $2,999 | $5,316-43.6% | $4,412-32.0% | $4,837-38.0% |
| Participant deferral / active EE | $14,304 | $7,002+104.3% | $6,174+131.7% | $6,341+125.6% |
| Admin fee / account holder | $955 | $11,878-92.0% | $9,807-90.3% | $12,309-92.2% |