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 | $641,863 | $148,534+332.1% | $135,903+372.3% | $139,434+360.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 57.49% | 79.19%-21.7pp | 68.23%-10.7pp | 372.94%-315.5pp |
| Employer contribution / active EE | $10,697 | $5,243+104.0% | $4,856+120.3% | $4,751+125.2% |
| Participant deferral / active EE | $28,482 | $8,100+251.6% | $7,758+267.1% | $6,710+324.5% |
| Admin fee / account holder | $257,420 | $12,400+1976.0% | $10,762+2291.9% | $11,403+2157.6% |