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 | $261,037 | $176,056+48.3% | $159,436+63.7% | $167,490+55.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.30% | 331.75%-318.5pp | 263.57%-250.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $3,956 | $5,297-25.3% | $4,829-18.1% | $4,837-18.2% |
| Participant deferral / active EE | $16,175 | $7,750+108.7% | $7,352+120.0% | $6,341+155.1% |
| Admin fee / account holder | $304,225 | $12,554+2323.3% | $10,799+2717.3% | $12,309+2371.6% |