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 | $260,877 | $127,777+104.2% | $106,548+144.8% | $167,490+55.8% |
| Participation rate | 71.4% | 78.3%-6.8pp | 76.1%-4.7pp | 82.1%-10.7pp |
| Annual return | 8.81% | 33.87%-25.1pp | 26.80%-18.0pp | 478.56%-469.7pp |
| Employer contribution / active EE | $6,830 | $3,427+99.3% | $2,819+142.3% | $4,837+41.2% |
| Participant deferral / active EE | $18,412 | $5,087+261.9% | $4,398+318.6% | $6,341+190.3% |
| Admin fee / account holder | $26,867 | $11,228+139.3% | $7,407+262.7% | $12,309+118.3% |