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 | $268,132 | $154,228+73.9% | $145,433+84.4% | $137,256+95.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 34.42% | 74.59%-40.2pp | 66.58%-32.2pp | 220.34%-185.9pp |
| Employer contribution / active EE | $12,882 | $4,804+168.2% | $4,554+182.8% | $4,156+210.0% |
| Participant deferral / active EE | $16,443 | $8,216+100.1% | $7,897+108.2% | $6,407+156.6% |
| Admin fee / account holder | $11,581 | $14,344-19.3% | $13,129-11.8% | $12,270-5.6% |