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 | $268,591 | $114,381+134.8% | $107,525+149.8% | $142,382+88.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.91% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $16,460 | $4,015+310.0% | $3,754+338.5% | $4,299+282.9% |
| Participant deferral / active EE | $5,781 | $5,564+3.9% | $5,116+13.0% | $6,507-11.2% |
| Admin fee / account holder | $7,186 | $9,860-27.1% | $8,919-19.4% | $12,624-43.1% |