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 3-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 | $934,298 | $201,272+364.2% | $184,203+407.2% | $145,922+540.3% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 77.02% | 29.00%+48.0pp | 28.81%+48.2pp | 561.29%-484.3pp |
| Employer contribution / active EE | $7,840 | $7,022+11.7% | $6,427+22.0% | $4,660+68.3% |
| Participant deferral / active EE | $15,997 | $9,806+63.1% | $9,131+75.2% | $6,688+139.2% |
| Admin fee / account holder | $376 | $16,364-97.7% | $13,901-97.3% | $13,397-97.2% |