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 | $469,654 | $133,922+250.7% | $116,228+304.1% | $142,382+229.9% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 16.19% | 147.76%-131.6pp | 90.06%-73.9pp | 217.08%-200.9pp |
| Employer contribution / active EE | $9,728 | $3,446+182.3% | $2,994+224.9% | $4,299+126.3% |
| Participant deferral / active EE | $26,067 | $5,672+359.6% | $4,953+426.3% | $6,507+300.6% |
| Admin fee / account holder | $12,865 | $14,945-13.9% | $11,989+7.3% | $12,624+1.9% |