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 | $179,726+88.2% | $156,263+116.5% | $142,382+137.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.16% | 77.86%-65.7pp | 59.47%-47.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $4,462 | $5,069-12.0% | $4,333+3.0% | $4,299+3.8% |
| Participant deferral / active EE | $16,438 | $6,956+136.3% | $6,158+166.9% | $6,507+152.6% |
| Admin fee / account holder | $5,812 | $17,272-66.3% | $14,255-59.2% | $12,624-54.0% |