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 | $298,619 | $111,814+167.1% | $93,654+218.9% | $145,959+104.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.00% | 203.30%-186.3pp | 133.34%-116.3pp | 561.95%-545.0pp |
| Employer contribution / active EE | $2,958 | $3,092-4.3% | $2,421+22.2% | $4,661-36.5% |
| Participant deferral / active EE | $15,431 | $4,914+214.0% | $4,413+249.7% | $6,689+130.7% |
| Admin fee / account holder | $325 | $10,246-96.8% | $8,282-96.1% | $13,398-97.6% |