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 | $300,470 | $177,572+69.2% | $154,803+94.1% | $142,382+111.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.23% | 65.07%-46.8pp | 58.88%-40.7pp | 217.08%-198.8pp |
| Employer contribution / active EE | $12,754 | $4,810+165.1% | $4,305+196.2% | $4,299+196.7% |
| Participant deferral / active EE | $14,285 | $6,272+127.8% | $5,540+157.8% | $6,507+119.5% |
| Admin fee / account holder | $1,662 | $16,786-90.1% | $14,329-88.4% | $12,624-86.8% |