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 6-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 | $428,196 | $210,648+103.3% | $177,989+140.6% | $145,922+193.4% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 10.18% | 385.86%-375.7pp | 294.48%-284.3pp | 561.29%-551.1pp |
| Employer contribution / active EE | $5,210 | $4,565+14.1% | $3,949+31.9% | $4,660+11.8% |
| Participant deferral / active EE | $11,745 | $6,958+68.8% | $6,276+87.1% | $6,688+75.6% |
| Admin fee / account holder | $155,979 | $12,013+1198.4% | $10,363+1405.1% | $13,397+1064.3% |