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 6-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 | $387,784 | $178,174+117.6% | $156,181+148.3% | $137,256+182.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.22% | 84.19%-71.0pp | 64.87%-51.7pp | 220.34%-207.1pp |
| Employer contribution / active EE | $4,890 | $4,972-1.6% | $4,294+13.9% | $4,156+17.7% |
| Participant deferral / active EE | $9,059 | $6,888+31.5% | $6,132+47.7% | $6,407+41.4% |
| Admin fee / account holder | $10,054 | $17,404-42.2% | $14,586-31.1% | $12,270-18.1% |