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 | $489,257 | $202,318+141.8% | $172,739+183.2% | $152,861+220.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.98% | 1029.65%-1014.7pp | 802.84%-787.9pp | 345.32%-330.3pp |
| Employer contribution / active EE | $11,867 | $5,856+102.6% | $5,143+130.7% | $4,762+149.2% |
| Participant deferral / active EE | $14,667 | $5,948+146.6% | $5,198+182.2% | $5,850+150.7% |
| Admin fee / account holder | $4,212 | $17,109-75.4% | $13,954-69.8% | $11,596-63.7% |