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 7-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 | $548,408 | $185,822+195.1% | $169,993+222.6% | $139,434+293.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.61% | 60.50%-41.9pp | 53.37%-34.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $30,285 | $7,590+299.0% | $6,785+346.3% | $4,751+537.5% |
| Participant deferral / active EE | $26,930 | $11,622+131.7% | $10,408+158.7% | $6,710+301.3% |
| Admin fee / account holder | $1,655 | $15,381-89.2% | $12,815-87.1% | $11,403-85.5% |