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 | $339,650 | $165,984+104.6% | $164,813+106.1% | $145,922+132.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 12.65% | 100.03%-87.4pp | 69.93%-57.3pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,903 | $5,273-63.9% | $4,341-56.2% | $4,660-59.2% |
| Participant deferral / active EE | $16,713 | $6,959+140.2% | $6,031+177.1% | $6,688+149.9% |
| Admin fee / account holder | $104,862 | $16,648+529.9% | $12,690+726.3% | $13,397+682.7% |