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 | $317,238 | $162,781+94.9% | $133,956+136.8% | $158,922+99.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.52% | 41.94%-24.4pp | 45.09%-27.6pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,904 | $4,975-41.6% | $3,919-25.9% | $4,761-39.0% |
| Participant deferral / active EE | $6,404 | $5,911+8.3% | $5,048+26.9% | $5,982+7.0% |
| Admin fee / account holder | $5,324 | $11,736-54.6% | $8,927-40.4% | $11,246-52.7% |