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 9-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 | $338,309 | $178,174+89.9% | $156,181+116.6% | $137,256+146.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.16% | 84.19%-72.0pp | 64.87%-52.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $4,462 | $4,972-10.3% | $4,294+3.9% | $4,156+7.4% |
| Participant deferral / active EE | $16,438 | $6,888+138.6% | $6,132+168.1% | $6,407+156.6% |
| Admin fee / account holder | $5,812 | $17,404-66.6% | $14,586-60.2% | $12,270-52.6% |