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 | $255,368 | $150,187+70.0% | $120,354+112.2% | $145,922+75.0% |
| Participation rate | 83.3% | 78.8%+4.6pp | 71.9%+11.4pp | 80.3%+3.1pp |
| Annual return | 13.22% | 154.07%-140.8pp | 107.15%-93.9pp | 561.29%-548.1pp |
| Employer contribution / active EE | $4,178 | $4,348-3.9% | $3,463+20.7% | $4,660-10.3% |
| Participant deferral / active EE | $13,480 | $6,173+118.4% | $4,991+170.1% | $6,688+101.6% |
| Admin fee / account holder | $21,504 | $12,207+76.2% | $9,423+128.2% | $13,397+60.5% |