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 8-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 | $1,202,247 | $133,958+797.5% | $112,228+971.3% | $134,475+794.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -3.83% | 47.11%-50.9pp | 27.45%-31.3pp | 417.96%-421.8pp |
| Employer contribution / active EE | $5,987 | $4,038+48.3% | $3,635+64.7% | $4,740+26.3% |
| Participant deferral / active EE | $11,829 | $5,291+123.6% | $4,728+150.2% | $6,400+84.8% |
| Admin fee / account holder | $564 | $7,489-92.5% | $6,410-91.2% | $11,426-95.1% |