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 | $251,348 | $148,534+69.2% | $135,903+84.9% | $139,434+80.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.41% | 79.19%-60.8pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $10,473 | $5,243+99.7% | $4,856+115.7% | $4,751+120.4% |
| Participant deferral / active EE | $8,750 | $8,100+8.0% | $7,758+12.8% | $6,710+30.4% |
| Admin fee / account holder | $3,078 | $12,400-75.2% | $10,762-71.4% | $11,403-73.0% |