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 | $386,480 | $148,534+160.2% | $135,903+184.4% | $139,434+177.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.32% | 79.19%-58.9pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $19,500 | $5,243+271.9% | $4,856+301.6% | $4,751+310.5% |
| Participant deferral / active EE | $28,750 | $8,100+254.9% | $7,758+270.6% | $6,710+328.5% |
| Admin fee / account holder | $1,723 | $12,400-86.1% | $10,762-84.0% | $11,403-84.9% |