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 | $345,173 | $148,534+132.4% | $135,903+154.0% | $139,434+147.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.03% | 79.19%-60.2pp | 68.23%-49.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,294 | $5,243-75.3% | $4,856-73.4% | $4,751-72.8% |
| Participant deferral / active EE | $7,764 | $8,100-4.1% | $7,758+0.1% | $6,710+15.7% |
| Admin fee / account holder | $9,078 | $12,400-26.8% | $10,762-15.7% | $11,403-20.4% |