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 | $350,793 | $176,056+99.3% | $159,436+120.0% | $167,490+109.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.09% | 331.75%-317.7pp | 263.57%-249.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $25,065 | $5,297+373.2% | $4,829+419.0% | $4,837+418.1% |
| Participant deferral / active EE | $15,000 | $7,750+93.6% | $7,352+104.0% | $6,341+136.6% |
| Admin fee / account holder | $1,330 | $12,554-89.4% | $10,799-87.7% | $12,309-89.2% |