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 7-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 | $322,007 | $165,984+94.0% | $164,813+95.4% | $145,922+120.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.08% | 100.03%-85.0pp | 69.93%-54.9pp | 561.29%-546.2pp |
| Employer contribution / active EE | $20,700 | $5,273+292.6% | $4,341+376.9% | $4,660+344.2% |
| Participant deferral / active EE | $30,500 | $6,959+338.3% | $6,031+405.7% | $6,688+356.1% |
| Admin fee / account holder | $2,900 | $16,648-82.6% | $12,690-77.1% | $13,397-78.4% |