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 | $267,274 | $214,378+24.7% | $200,582+33.2% | $142,382+87.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.85% | 46.41%-28.6pp | 42.33%-24.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $8,238 | $6,841+20.4% | $6,419+28.3% | $4,299+91.6% |
| Participant deferral / active EE | $16,858 | $9,865+70.9% | $9,331+80.7% | $6,507+159.1% |
| Admin fee / account holder | $724 | $17,692-95.9% | $16,305-95.6% | $12,624-94.3% |