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 6-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 | $270,422 | $162,781+66.1% | $133,956+101.9% | $158,922+70.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.18% | 41.94%-34.8pp | 45.09%-37.9pp | 302.83%-295.6pp |
| Employer contribution / active EE | $5,139 | $4,975+3.3% | $3,919+31.1% | $4,761+7.9% |
| Participant deferral / active EE | $3,870 | $5,911-34.5% | $5,048-23.3% | $5,982-35.3% |
| Admin fee / account holder | $71,287 | $11,736+507.4% | $8,927+698.5% | $11,246+533.9% |