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 4-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 | $455,992 | $126,574+260.3% | $106,213+329.3% | $145,922+212.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.13% | 224.79%-213.7pp | 116.14%-105.0pp | 561.29%-550.2pp |
| Employer contribution / active EE | $8,253 | $3,730+121.2% | $3,171+160.2% | $4,660+77.1% |
| Participant deferral / active EE | $5,388 | $5,724-5.9% | $5,016+7.4% | $6,688-19.4% |
| Admin fee / account holder | $1,067 | $17,304-93.8% | $11,033-90.3% | $13,397-92.0% |