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 | $440,975 | $165,584+166.3% | $142,942+208.5% | $137,256+221.3% |
| Participation rate | 88.9% | 80.1%+8.8pp | 76.8%+12.1pp | 80.0%+8.9pp |
| Annual return | 18.93% | 164.22%-145.3pp | 113.70%-94.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $13,688 | $4,725+189.7% | $4,139+230.7% | $4,156+229.4% |
| Participant deferral / active EE | $18,663 | $8,194+127.8% | $7,128+161.8% | $6,407+191.3% |
| Admin fee / account holder | $3,929 | $16,167-75.7% | $12,475-68.5% | $12,270-68.0% |