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 | $281,253 | $176,377+59.5% | $134,143+109.7% | $158,922+77.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.47% | 63.63%-51.2pp | 36.33%-23.9pp | 302.83%-290.4pp |
| Employer contribution / active EE | $5,880 | $5,040+16.7% | $3,704+58.7% | $4,761+23.5% |
| Participant deferral / active EE | $11,231 | $4,091+174.5% | $3,499+221.0% | $5,982+87.7% |
| Admin fee / account holder | $4,509 | $8,718-48.3% | $6,684-32.6% | $11,246-59.9% |