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 | $307,569 | $148,534+107.1% | $135,903+126.3% | $139,434+120.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.76% | 79.19%-51.4pp | 68.23%-40.5pp | 372.94%-345.2pp |
| Employer contribution / active EE | $4,698 | $5,243-10.4% | $4,856-3.2% | $4,751-1.1% |
| Participant deferral / active EE | $18,732 | $8,100+131.3% | $7,758+141.5% | $6,710+179.2% |
| Admin fee / account holder | $4,174 | $12,400-66.3% | $10,762-61.2% | $11,403-63.4% |