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 | $253,479 | $102,604+147.0% | $86,188+194.1% | $139,434+81.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.34% | 1922.51%-1906.2pp | 1168.45%-1152.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,334 | $3,032-23.0% | $2,380-1.9% | $4,751-50.9% |
| Participant deferral / active EE | $4,723 | $4,676+1.0% | $3,985+18.5% | $6,710-29.6% |
| Admin fee / account holder | $1,188 | $8,657-86.3% | $6,852-82.7% | $11,403-89.6% |