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 | $1,413,898 | $159,934+784.0% | $147,005+861.8% | $145,959+868.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.11% | 98.24%-79.1pp | 418.76%-399.7pp | 561.95%-542.8pp |
| Employer contribution / active EE | $1,735 | $5,287-67.2% | $4,934-64.8% | $4,661-62.8% |
| Participant deferral / active EE | $15,750 | $8,427+86.9% | $8,070+95.2% | $6,689+135.5% |
| Admin fee / account holder | $45,532 | $15,053+202.5% | $13,006+250.1% | $13,398+239.8% |