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 | $310,075 | $202,432+53.2% | $169,368+83.1% | $139,434+122.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.50% | 531.74%-509.2pp | 405.60%-383.1pp | 372.94%-350.4pp |
| Employer contribution / active EE | $24,975 | $4,692+432.2% | $4,013+522.4% | $4,751+425.7% |
| Participant deferral / active EE | $22,431 | $6,938+223.3% | $6,221+260.5% | $6,710+234.3% |
| Admin fee / account holder | $592 | $10,708-94.5% | $9,003-93.4% | $11,403-94.8% |