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 9-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 | $262,587 | $148,534+76.8% | $135,903+93.2% | $139,434+88.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.19% | 79.19%-65.0pp | 68.23%-54.0pp | 372.94%-358.8pp |
| Employer contribution / active EE | $8,971 | $5,243+71.1% | $4,856+84.7% | $4,751+88.8% |
| Participant deferral / active EE | $9,268 | $8,100+14.4% | $7,758+19.5% | $6,710+38.1% |
| Admin fee / account holder | $5,175 | $12,400-58.3% | $10,762-51.9% | $11,403-54.6% |