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 | $372,513 | $185,822+100.5% | $169,993+119.1% | $139,434+167.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.33% | 60.50%-38.2pp | 53.37%-31.0pp | 372.94%-350.6pp |
| Employer contribution / active EE | $19,350 | $7,590+154.9% | $6,785+185.2% | $4,751+307.3% |
| Participant deferral / active EE | $10,454 | $11,622-10.1% | $10,408+0.4% | $6,710+55.8% |
| Admin fee / account holder | $624 | $15,381-95.9% | $12,815-95.1% | $11,403-94.5% |