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 | $465,908 | $210,648+121.2% | $177,989+161.8% | $145,922+219.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.66% | 385.86%-376.2pp | 294.48%-284.8pp | 561.29%-551.6pp |
| Employer contribution / active EE | $17,462 | $4,565+282.6% | $3,949+342.2% | $4,660+274.7% |
| Participant deferral / active EE | $20,333 | $6,958+192.2% | $6,276+224.0% | $6,688+204.0% |
| Admin fee / account holder | $3,881 | $12,013-67.7% | $10,363-62.6% | $13,397-71.0% |