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 | $520,420 | $179,726+189.6% | $156,263+233.0% | $142,382+265.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.16% | 77.86%-63.7pp | 59.47%-45.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $13,770 | $5,069+171.6% | $4,333+217.8% | $4,299+220.3% |
| Participant deferral / active EE | $23,012 | $6,956+230.8% | $6,158+273.7% | $6,507+253.6% |
| Admin fee / account holder | $1,999 | $17,272-88.4% | $14,255-86.0% | $12,624-84.2% |