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 | $258,445 | $148,534+74.0% | $135,903+90.2% | $139,434+85.4% |
| Participation rate | 87.0% | 83.9%+3.1pp | 81.9%+5.0pp | 80.3%+6.6pp |
| Annual return | 26.62% | 79.19%-52.6pp | 68.23%-41.6pp | 372.94%-346.3pp |
| Employer contribution / active EE | $5,131 | $5,243-2.1% | $4,856+5.7% | $4,751+8.0% |
| Participant deferral / active EE | $15,664 | $8,100+93.4% | $7,758+101.9% | $6,710+133.4% |
| Admin fee / account holder | $100,974 | $12,400+714.3% | $10,762+838.2% | $11,403+785.5% |