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 9-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 | $329,591 | $179,726+83.4% | $156,263+110.9% | $142,382+131.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.75% | 77.86%-61.1pp | 59.47%-42.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,786 | $5,069+14.1% | $4,333+33.5% | $4,299+34.6% |
| Participant deferral / active EE | $18,000 | $6,956+158.8% | $6,158+192.3% | $6,507+176.6% |
| Admin fee / account holder | $2,165 | $17,272-87.5% | $14,255-84.8% | $12,624-82.9% |