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 | $416,732 | $217,402+91.7% | $185,823+124.3% | $167,490+148.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.29% | 148.36%-137.1pp | 122.05%-110.8pp | 478.56%-467.3pp |
| Employer contribution / active EE | $13,809 | $5,873+135.1% | $5,167+167.2% | $4,837+185.5% |
| Participant deferral / active EE | $10,150 | $6,356+59.7% | $5,568+82.3% | $6,341+60.1% |
| Admin fee / account holder | $3,184 | $19,811-83.9% | $16,237-80.4% | $12,309-74.1% |