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 | $269,970 | $178,174+51.5% | $156,181+72.9% | $137,256+96.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.79% | 84.19%-70.4pp | 64.87%-51.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $4,280 | $4,972-13.9% | $4,294-0.3% | $4,156+3.0% |
| Participant deferral / active EE | $10,613 | $6,888+54.1% | $6,132+73.1% | $6,407+65.7% |
| Admin fee / account holder | $1,595 | $17,404-90.8% | $14,586-89.1% | $12,270-87.0% |