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 | $541,611 | $95,416+467.6% | $185,823+191.5% | $85,850+530.9% |
| Participation rate | 93.3% | 68.8%+24.6pp | 81.7%+11.6pp | 69.3%+24.0pp |
| Annual return | 23.34% | 23.59%-0.2pp | 122.05%-98.7pp | 318.53%-295.2pp |
| Employer contribution / active EE | $11,224 | $3,314+238.7% | $5,167+117.2% | $2,565+337.6% |
| Participant deferral / active EE | $16,082 | $3,423+369.8% | $5,568+188.8% | $3,952+307.0% |
| Admin fee / account holder | $7,391 | $7,213+2.5% | $16,237-54.5% | $6,260+18.1% |