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 | $288,483 | $115,770+149.2% | $101,248+184.9% | $158,922+81.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.99% | 56.14%-43.1pp | 46.47%-33.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $4,803 | $4,175+15.1% | $3,660+31.2% | $4,761+0.9% |
| Participant deferral / active EE | $10,457 | $4,957+110.9% | $4,370+139.3% | $5,982+74.8% |
| Admin fee / account holder | $4,813 | $7,245-33.6% | $5,945-19.0% | $11,246-57.2% |