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 | $437,807 | $183,963+138.0% | $162,163+170.0% | $152,861+186.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.91% | 150.76%-137.9pp | 115.59%-102.7pp | 345.32%-332.4pp |
| Employer contribution / active EE | $4,799 | $6,371-24.7% | $5,614-14.5% | $4,762+0.8% |
| Participant deferral / active EE | $10,252 | $8,034+27.6% | $7,298+40.5% | $5,850+75.2% |
| Admin fee / account holder | $12,295 | $13,121-6.3% | $10,843+13.4% | $11,596+6.0% |