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 | $656,075 | $183,519+257.5% | $155,509+321.9% | $145,922+349.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 9.89% | 61.17%-51.3pp | 64.67%-54.8pp | 561.29%-551.4pp |
| Employer contribution / active EE | $11,728 | $5,313+120.8% | $4,672+151.0% | $4,660+151.7% |
| Participant deferral / active EE | $15,190 | $6,462+135.1% | $5,626+170.0% | $6,688+127.1% |
| Admin fee / account holder | $24,678 | $19,313+27.8% | $15,912+55.1% | $13,397+84.2% |