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 6-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 | $609,708 | $185,822+228.1% | $169,993+258.7% | $139,434+337.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.09% | 60.50%-32.4pp | 53.37%-25.3pp | 372.94%-344.9pp |
| Employer contribution / active EE | $17,467 | $7,590+130.1% | $6,785+157.4% | $4,751+267.7% |
| Participant deferral / active EE | $8,866 | $11,622-23.7% | $10,408-14.8% | $6,710+32.1% |
| Admin fee / account holder | $1,520 | $15,381-90.1% | $12,815-88.1% | $11,403-86.7% |