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 | $322,124 | $179,726+79.2% | $156,263+106.1% | $142,382+126.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.18% | 77.86%-62.7pp | 59.47%-44.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $11,373 | $5,069+124.3% | $4,333+162.5% | $4,299+164.5% |
| Participant deferral / active EE | $20,443 | $6,956+193.9% | $6,158+232.0% | $6,507+214.2% |
| Admin fee / account holder | $5,689 | $17,272-67.1% | $14,255-60.1% | $12,624-54.9% |