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 | $310,503 | $176,056+76.4% | $159,436+94.8% | $167,490+85.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.29% | 331.75%-311.5pp | 263.57%-243.3pp | 478.56%-458.3pp |
| Employer contribution / active EE | $3,171 | $5,297-40.1% | $4,829-34.3% | $4,837-34.4% |
| Participant deferral / active EE | $11,298 | $7,750+45.8% | $7,352+53.7% | $6,341+78.2% |
| Admin fee / account holder | $3,185 | $12,554-74.6% | $10,799-70.5% | $12,309-74.1% |