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 | $406,059 | $132,634+206.2% | $115,768+250.8% | $137,256+195.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 10.81% | 160.70%-149.9pp | 100.46%-89.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $3,621 | $3,360+7.8% | $2,940+23.2% | $4,156-12.9% |
| Participant deferral / active EE | $21,253 | $5,619+278.3% | $4,917+332.3% | $6,407+231.7% |
| Admin fee / account holder | $2,194 | $15,028-85.4% | $12,439-82.4% | $12,270-82.1% |