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 8-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 | $494,265 | $179,726+175.0% | $156,263+216.3% | $142,382+247.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.46% | 77.86%-56.4pp | 59.47%-38.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $29,407 | $5,069+480.1% | $4,333+578.7% | $4,299+584.0% |
| Participant deferral / active EE | $19,717 | $6,956+183.4% | $6,158+220.2% | $6,507+203.0% |
| Admin fee / account holder | $2,196 | $17,272-87.3% | $14,255-84.6% | $12,624-82.6% |