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 | $372,071 | $172,478+115.7% | $145,661+155.4% | $142,382+161.3% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.2%+2.8pp | 80.1%-0.1pp |
| Annual return | 13.93% | 151.09%-137.2pp | 101.46%-87.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $4,817 | $4,899-1.7% | $4,238+13.7% | $4,299+12.1% |
| Participant deferral / active EE | $14,047 | $8,348+68.3% | $7,198+95.1% | $6,507+115.9% |
| Admin fee / account holder | $879 | $16,864-94.8% | $12,466-92.9% | $12,624-93.0% |