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 | $251,497 | $185,822+35.3% | $169,993+47.9% | $139,434+80.4% |
| Participation rate | 95.8% | 87.8%+8.1pp | 87.0%+8.8pp | 80.3%+15.5pp |
| Annual return | 21.86% | 60.50%-38.6pp | 53.37%-31.5pp | 372.94%-351.1pp |
| Employer contribution / active EE | $7,885 | $7,590+3.9% | $6,785+16.2% | $4,751+66.0% |
| Participant deferral / active EE | $17,211 | $11,622+48.1% | $10,408+65.4% | $6,710+156.5% |
| Admin fee / account holder | $1,695 | $15,381-89.0% | $12,815-86.8% | $11,403-85.1% |