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 | $300,840 | $148,534+102.5% | $135,903+121.4% | $139,434+115.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.85% | 79.19%-58.3pp | 68.23%-47.4pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,484 | $5,243-52.6% | $4,856-48.8% | $4,751-47.7% |
| Participant deferral / active EE | $8,424 | $8,100+4.0% | $7,758+8.6% | $6,710+25.5% |
| Admin fee / account holder | $1,814 | $12,400-85.4% | $10,762-83.1% | $11,403-84.1% |