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 3-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 | $2,056,027 | $214,378+859.1% | $200,582+925.0% | $142,382+1344.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 118.30% | 46.41%+71.9pp | 42.33%+76.0pp | 217.08%-98.8pp |
| Employer contribution / active EE | $5,405 | $6,841-21.0% | $6,419-15.8% | $4,299+25.7% |
| Participant deferral / active EE | $11,006 | $9,865+11.6% | $9,331+17.9% | $6,507+69.1% |
| Admin fee / account holder | $446 | $17,692-97.5% | $16,305-97.3% | $12,624-96.5% |