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 | $383,434 | $165,984+131.0% | $164,813+132.6% | $145,922+162.8% |
| Participation rate | 72.2% | 82.0%-9.8pp | 78.6%-6.4pp | 80.3%-8.1pp |
| Annual return | 14.98% | 100.03%-85.1pp | 69.93%-54.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,667 | $5,273-68.4% | $4,341-61.6% | $4,660-64.2% |
| Participant deferral / active EE | $8,601 | $6,959+23.6% | $6,031+42.6% | $6,688+28.6% |
| Admin fee / account holder | $33,449 | $16,648+100.9% | $12,690+163.6% | $13,397+149.7% |