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 | $278,967 | $227,553+22.6% | $189,557+47.2% | $167,490+66.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.41% | 78.40%-64.0pp | 64.17%-49.8pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,919 | $5,316-45.1% | $4,412-33.9% | $4,837-39.7% |
| Participant deferral / active EE | $8,872 | $7,002+26.7% | $6,174+43.7% | $6,341+39.9% |
| Admin fee / account holder | $1,727 | $11,878-85.5% | $9,807-82.4% | $12,309-86.0% |