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 4-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 | $391,341 | $183,519+113.2% | $155,509+151.7% | $145,922+168.2% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 11.77% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $12,612 | $5,313+137.4% | $4,672+169.9% | $4,660+170.7% |
| Participant deferral / active EE | $9,550 | $6,462+47.8% | $5,626+69.7% | $6,688+42.8% |
| Admin fee / account holder | $152,972 | $19,313+692.1% | $15,912+861.4% | $13,397+1041.8% |