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 | $364,187 | $159,901+127.8% | $146,958+147.8% | $145,922+149.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.17% | 98.13%-81.0pp | 418.34%-401.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,891 | $5,286-45.3% | $4,933-41.4% | $4,660-37.9% |
| Participant deferral / active EE | $8,809 | $8,428+4.5% | $8,070+9.2% | $6,688+31.7% |
| Admin fee / account holder | $2,301 | $15,044-84.7% | $12,998-82.3% | $13,397-82.8% |