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 | $304,467 | $148,534+105.0% | $135,903+124.0% | $139,434+118.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.96% | 79.19%-65.2pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $4,291 | $5,243-18.2% | $4,856-11.6% | $4,751-9.7% |
| Participant deferral / active EE | $14,017 | $8,100+73.0% | $7,758+80.7% | $6,710+108.9% |
| Admin fee / account holder | $1,490 | $12,400-88.0% | $10,762-86.2% | $11,403-86.9% |