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 | $267,964 | $148,534+80.4% | $135,903+97.2% | $139,434+92.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 36.75% | 79.19%-42.4pp | 68.23%-31.5pp | 372.94%-336.2pp |
| Employer contribution / active EE | $34,572 | $5,243+559.4% | $4,856+611.9% | $4,751+627.7% |
| Participant deferral / active EE | $4,000 | $8,100-50.6% | $7,758-48.4% | $6,710-40.4% |
| Admin fee / account holder | $1,047 | $12,400-91.6% | $10,762-90.3% | $11,403-90.8% |