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 | $296,740 | $137,414+115.9% | $189,513+56.6% | $85,850+245.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.48% | 38.14%-22.7pp | 555.15%-539.7pp | 318.53%-303.1pp |
| Employer contribution / active EE | $4,584 | $4,344+5.5% | $6,162-25.6% | $2,565+78.7% |
| Participant deferral / active EE | $7,090 | $6,260+13.3% | $8,221-13.8% | $3,952+79.4% |
| Admin fee / account holder | $2,371 | $8,630-72.5% | $12,045-80.3% | $6,260-62.1% |