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 | $643,028 | $226,064+184.4% | $182,532+252.3% | $152,861+320.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.63% | 192.51%-172.9pp | 148.54%-128.9pp | 345.32%-325.7pp |
| Employer contribution / active EE | $17,948 | $4,978+260.5% | $4,076+340.3% | $4,762+276.9% |
| Participant deferral / active EE | $21,816 | $6,368+242.6% | $5,524+294.9% | $5,850+272.9% |
| Admin fee / account holder | $7,338 | $10,703-31.4% | $8,592-14.6% | $11,596-36.7% |