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 8-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 | $339,617 | $185,822+82.8% | $169,993+99.8% | $139,434+143.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.25% | 60.50%-46.3pp | 53.37%-39.1pp | 372.94%-358.7pp |
| Employer contribution / active EE | $9,474 | $7,590+24.8% | $6,785+39.6% | $4,751+99.4% |
| Participant deferral / active EE | $16,320 | $11,622+40.4% | $10,408+56.8% | $6,710+143.2% |
| Admin fee / account holder | $1,653 | $15,381-89.3% | $12,815-87.1% | $11,403-85.5% |