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 7-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 | $406,029 | $226,064+79.6% | $182,532+122.4% | $152,861+165.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 9.11% | 192.51%-183.4pp | 148.54%-139.4pp | 345.32%-336.2pp |
| Employer contribution / active EE | $7,560 | $4,978+51.9% | $4,076+85.5% | $4,762+58.7% |
| Participant deferral / active EE | $12,000 | $6,368+88.4% | $5,524+117.2% | $5,850+105.1% |
| Admin fee / account holder | $786 | $10,703-92.7% | $8,592-90.9% | $11,596-93.2% |