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 | $316,530 | $176,056+79.8% | $159,436+98.5% | $167,490+89.0% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 12.33% | 331.75%-319.4pp | 263.57%-251.2pp | 478.56%-466.2pp |
| Employer contribution / active EE | $4,671 | $5,297-11.8% | $4,829-3.3% | $4,837-3.4% |
| Participant deferral / active EE | $14,072 | $7,750+81.6% | $7,352+91.4% | $6,341+121.9% |
| Admin fee / account holder | $3,129 | $12,554-75.1% | $10,799-71.0% | $12,309-74.6% |