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 | $790,611 | $185,822+325.5% | $169,993+365.1% | $139,434+467.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.04% | 60.50%-43.5pp | 53.37%-36.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $18,554 | $7,590+144.5% | $6,785+173.5% | $4,751+290.6% |
| Participant deferral / active EE | $12,589 | $11,622+8.3% | $10,408+21.0% | $6,710+87.6% |
| Admin fee / account holder | $10,641 | $15,381-30.8% | $12,815-17.0% | $11,403-6.7% |