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 10-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 | $447,621 | $183,963+143.3% | $162,163+176.0% | $152,861+192.8% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 19.58% | 150.76%-131.2pp | 115.59%-96.0pp | 345.32%-325.7pp |
| Employer contribution / active EE | $5,687 | $6,371-10.7% | $5,614+1.3% | $4,762+19.4% |
| Participant deferral / active EE | $12,148 | $8,034+51.2% | $7,298+66.5% | $5,850+107.6% |
| Admin fee / account holder | $73,552 | $13,121+460.5% | $10,843+578.4% | $11,596+534.3% |