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 | $773,525 | $148,534+420.8% | $135,903+469.2% | $139,434+454.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.09% | 79.19%-65.1pp | 68.23%-54.1pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,046 | $5,243-80.0% | $4,856-78.5% | $4,751-78.0% |
| Participant deferral / active EE | $20,000 | $8,100+146.9% | $7,758+157.8% | $6,710+198.1% |
| Admin fee / account holder | $32,028 | $12,400+158.3% | $10,762+197.6% | $11,403+180.9% |