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 | $271,525 | $100,773+169.4% | $88,946+205.3% | $142,382+90.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.01% | 70.18%-51.2pp | 57.82%-38.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,605 | $2,918-10.7% | $2,555+2.0% | $4,299-39.4% |
| Participant deferral / active EE | $9,103 | $5,230+74.0% | $4,581+98.7% | $6,507+39.9% |
| Admin fee / account holder | $1,446 | $9,693-85.1% | $8,261-82.5% | $12,624-88.5% |