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 5-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 | $305,544 | $185,822+64.4% | $169,993+79.7% | $139,434+119.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.13% | 60.50%-44.4pp | 53.37%-37.2pp | 372.94%-356.8pp |
| Employer contribution / active EE | $8,407 | $7,590+10.8% | $6,785+23.9% | $4,751+77.0% |
| Participant deferral / active EE | $25,000 | $11,622+115.1% | $10,408+140.2% | $6,710+272.6% |
| Admin fee / account holder | $2,260 | $15,381-85.3% | $12,815-82.4% | $11,403-80.2% |