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 | $394,566 | $210,648+87.3% | $177,989+121.7% | $145,922+170.4% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 7.67% | 385.86%-378.2pp | 294.48%-286.8pp | 561.29%-553.6pp |
| Employer contribution / active EE | $2,138 | $4,565-53.2% | $3,949-45.9% | $4,660-54.1% |
| Participant deferral / active EE | $12,296 | $6,958+76.7% | $6,276+95.9% | $6,688+83.9% |
| Admin fee / account holder | $2,165 | $12,013-82.0% | $10,363-79.1% | $13,397-83.8% |