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 | $412,535 | $227,553+81.3% | $189,557+117.6% | $167,490+146.3% |
| Participation rate | 72.7% | 82.5%-9.8pp | 78.4%-5.7pp | 82.1%-9.4pp |
| Annual return | 18.91% | 78.40%-59.5pp | 64.17%-45.3pp | 478.56%-459.6pp |
| Employer contribution / active EE | $9,494 | $5,316+78.6% | $4,412+115.2% | $4,837+96.3% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,497 | $11,878-79.0% | $9,807-74.5% | $12,309-79.7% |