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 | $341,849 | $138,065+147.6% | $123,544+176.7% | $135,375+152.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 60.84% | 153.68%-92.8pp | 119.20%-58.4pp | 519.73%-458.9pp |
| Employer contribution / active EE | $22,737 | $5,151+341.4% | $4,628+391.3% | $4,779+375.8% |
| Participant deferral / active EE | $8,663 | $6,799+27.4% | $6,426+34.8% | $5,609+54.5% |
| Admin fee / account holder | $44,268 | $10,916+305.5% | $9,284+376.8% | $10,827+308.9% |