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 7-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 | $321,601 | $172,111+86.9% | $150,298+114.0% | $137,256+134.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.58% | 69.37%-49.8pp | 62.79%-43.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,395 | $4,636-26.8% | $4,154-18.3% | $4,156-18.3% |
| Participant deferral / active EE | $22,798 | $6,166+269.8% | $5,453+318.1% | $6,407+255.8% |
| Admin fee / account holder | $20,292 | $16,471+23.2% | $14,116+43.8% | $12,270+65.4% |