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 10-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 | $420,670 | $185,822+126.4% | $169,993+147.5% | $139,434+201.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.63% | 60.50%-44.9pp | 53.37%-37.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $13,152 | $7,590+73.3% | $6,785+93.8% | $4,751+176.8% |
| Participant deferral / active EE | $9,002 | $11,622-22.5% | $10,408-13.5% | $6,710+34.2% |
| Admin fee / account holder | $2,188 | $15,381-85.8% | $12,815-82.9% | $11,403-80.8% |