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 9-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 | $266,391 | $154,117+72.9% | $129,995+104.9% | $139,434+91.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.14% | 32.48%-15.3pp | -137.18%+154.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $5,240 | $5,289-0.9% | $4,320+21.3% | $4,751+10.3% |
| Participant deferral / active EE | $14,137 | $6,710+110.7% | $5,820+142.9% | $6,710+110.7% |
| Admin fee / account holder | $1,845 | $14,007-86.8% | $10,614-82.6% | $11,403-83.8% |