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 | $318,829 | $214,378+48.7% | $200,582+59.0% | $142,382+123.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.91% | 46.41%-34.5pp | 42.33%-30.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $3,222 | $6,841-52.9% | $6,419-49.8% | $4,299-25.0% |
| Participant deferral / active EE | $21,183 | $9,865+114.7% | $9,331+127.0% | $6,507+225.5% |
| Admin fee / account holder | $69,739 | $17,692+294.2% | $16,305+327.7% | $12,624+452.4% |