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 | $284,548 | $179,726+58.3% | $156,263+82.1% | $142,382+99.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.30% | 77.86%-63.6pp | 59.47%-45.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $5,338 | $5,069+5.3% | $4,333+23.2% | $4,299+24.2% |
| Participant deferral / active EE | $27,901 | $6,956+301.1% | $6,158+353.1% | $6,507+328.8% |
| Admin fee / account holder | $22,950 | $17,272+32.9% | $14,255+61.0% | $12,624+81.8% |