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 | $290,167 | $109,817+164.2% | $98,442+194.8% | $167,490+73.2% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 12.37% | 1956.69%-1944.3pp | 1492.73%-1480.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $5,312 | $3,224+64.8% | $2,960+79.5% | $4,837+9.8% |
| Participant deferral / active EE | $9,008 | $4,673+92.7% | $4,276+110.6% | $6,341+42.0% |
| Admin fee / account holder | $16,238 | $6,753+140.5% | $5,949+173.0% | $12,309+31.9% |