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 9-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 | $440,851 | $185,822+137.2% | $169,993+159.3% | $139,434+216.2% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 19.35% | 60.50%-41.2pp | 53.37%-34.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $4,820 | $7,590-36.5% | $6,785-29.0% | $4,751+1.5% |
| Participant deferral / active EE | $13,010 | $11,622+11.9% | $10,408+25.0% | $6,710+93.9% |
| Admin fee / account holder | $1,410 | $15,381-90.8% | $12,815-89.0% | $11,403-87.6% |