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 | $365,131 | $175,202+108.4% | $149,673+144.0% | $139,434+161.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 11.14% | 166.71%-155.6pp | 134.42%-123.3pp | 372.94%-361.8pp |
| Employer contribution / active EE | $10,820 | $5,474+97.7% | $4,818+124.6% | $4,751+127.8% |
| Participant deferral / active EE | $12,424 | $6,519+90.6% | $5,680+118.7% | $6,710+85.2% |
| Admin fee / account holder | $2,242 | $16,150-86.1% | $13,210-83.0% | $11,403-80.3% |