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 | $339,424 | $209,336+62.1% | $197,124+72.2% | $137,256+147.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.34% | 48.09%-31.7pp | 44.34%-28.0pp | 220.34%-204.0pp |
| Employer contribution / active EE | $19,516 | $6,591+196.1% | $6,227+213.4% | $4,156+369.6% |
| Participant deferral / active EE | $22,612 | $9,614+135.2% | $9,135+147.5% | $6,407+252.9% |
| Admin fee / account holder | $10,645 | $17,308-38.5% | $16,298-34.7% | $12,270-13.2% |