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 | $421,805 | $183,519+129.8% | $155,509+171.2% | $145,922+189.1% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 17.05% | 61.17%-44.1pp | 64.67%-47.6pp | 561.29%-544.2pp |
| Employer contribution / active EE | $23,090 | $5,313+334.6% | $4,672+394.2% | $4,660+395.5% |
| Participant deferral / active EE | $12,193 | $6,462+88.7% | $5,626+116.7% | $6,688+82.3% |
| Admin fee / account holder | $27,805 | $19,313+44.0% | $15,912+74.7% | $13,397+107.5% |