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 | $294,496 | $105,126+180.1% | $94,646+211.2% | $139,434+111.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.18% | 38.03%-22.9pp | 156.71%-141.5pp | 372.94%-357.8pp |
| Employer contribution / active EE | $4,073 | $4,106-0.8% | $3,672+10.9% | $4,751-14.3% |
| Participant deferral / active EE | $16,555 | $7,599+117.9% | $7,418+123.2% | $6,710+146.7% |
| Admin fee / account holder | $68,677 | $8,984+664.4% | $7,231+849.8% | $11,403+502.3% |