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 8-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 | $294,913 | $108,919+170.8% | $100,391+193.8% | $145,922+102.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.04% | 57.88%-38.8pp | 49.20%-30.2pp | 561.29%-542.2pp |
| Employer contribution / active EE | $22,018 | $4,419+398.2% | $3,942+458.6% | $4,660+372.5% |
| Participant deferral / active EE | $29,557 | $8,445+250.0% | $8,082+265.7% | $6,688+342.0% |
| Admin fee / account holder | $26,512 | $9,689+173.6% | $7,899+235.6% | $13,397+97.9% |