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 | $485,072 | $115,770+319.0% | $101,248+379.1% | $158,922+205.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.47% | 56.14%-43.7pp | 46.47%-34.0pp | 302.83%-290.4pp |
| Employer contribution / active EE | $19,203 | $4,175+360.0% | $3,660+424.7% | $4,761+303.3% |
| Participant deferral / active EE | $13,238 | $4,957+167.0% | $4,370+202.9% | $5,982+121.3% |
| Admin fee / account holder | $3,259 | $7,245-55.0% | $5,945-45.2% | $11,246-71.0% |