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 | $491,406 | $100,773+387.6% | $88,946+452.5% | $142,382+245.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 39.51% | 70.18%-30.7pp | 57.82%-18.3pp | 217.08%-177.6pp |
| Employer contribution / active EE | $3,000 | $2,918+2.8% | $2,555+17.4% | $4,299-30.2% |
| Participant deferral / active EE | $0 | $5,230-100.0% | $4,581-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,320 | $9,693-76.1% | $8,261-71.9% | $12,624-81.6% |