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 | $491,146 | $183,963+167.0% | $162,163+202.9% | $152,861+221.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.53% | 150.76%-132.2pp | 115.59%-97.1pp | 345.32%-326.8pp |
| Employer contribution / active EE | $5,835 | $6,371-8.4% | $5,614+3.9% | $4,762+22.5% |
| Participant deferral / active EE | $14,700 | $8,034+83.0% | $7,298+101.4% | $5,850+151.3% |
| Admin fee / account holder | $348 | $13,121-97.3% | $10,843-96.8% | $11,596-97.0% |