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 5-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 | $269,454 | $100,773+167.4% | $88,946+202.9% | $142,382+89.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.91% | 70.18%-53.3pp | 57.82%-40.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $43,764 | $2,918+1400.0% | $2,555+1612.9% | $4,299+918.0% |
| Participant deferral / active EE | $23,500 | $5,230+349.3% | $4,581+412.9% | $6,507+261.1% |
| Admin fee / account holder | $772 | $9,693-92.0% | $8,261-90.7% | $12,624-93.9% |