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 | $379,480 | $109,982+245.0% | $97,226+290.3% | $145,922+160.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 18.08% | 242.90%-224.8pp | 75.13%-57.1pp | 561.29%-543.2pp |
| Employer contribution / active EE | $3,220 | $3,084+4.4% | $2,729+18.0% | $4,660-30.9% |
| Participant deferral / active EE | $15,938 | $4,676+240.8% | $4,264+273.8% | $6,688+138.3% |
| Admin fee / account holder | $1,016 | $6,221-83.7% | $5,654-82.0% | $13,397-92.4% |