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 | $257,710 | $108,919+136.6% | $100,391+156.7% | $145,922+76.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.27% | 57.88%-46.6pp | 49.20%-37.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $31,536 | $4,419+613.6% | $3,942+700.1% | $4,660+576.8% |
| Participant deferral / active EE | $20,698 | $8,445+145.1% | $8,082+156.1% | $6,688+209.5% |
| Admin fee / account holder | $3,576 | $9,689-63.1% | $7,899-54.7% | $13,397-73.3% |