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 | $441,098 | $183,519+140.4% | $155,509+183.6% | $145,922+202.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.14% | 61.17%-43.0pp | 64.67%-46.5pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,428 | $5,313-73.1% | $4,672-69.4% | $4,660-69.3% |
| Participant deferral / active EE | $8,722 | $6,462+35.0% | $5,626+55.0% | $6,688+30.4% |
| Admin fee / account holder | $1,742 | $19,313-91.0% | $15,912-89.1% | $13,397-87.0% |