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 | $354,209 | $108,919+225.2% | $100,391+252.8% | $145,922+142.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.72% | 57.88%-42.2pp | 49.20%-33.5pp | 561.29%-545.6pp |
| Employer contribution / active EE | $3,030 | $4,419-31.4% | $3,942-23.1% | $4,660-35.0% |
| Participant deferral / active EE | $13,005 | $8,445+54.0% | $8,082+60.9% | $6,688+94.5% |
| Admin fee / account holder | $1,157 | $9,689-88.1% | $7,899-85.4% | $13,397-91.4% |