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 | $482,040 | $157,256+206.5% | $141,162+241.5% | $152,861+215.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.68% | 64.32%-45.6pp | 71.39%-52.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $5,858 | $5,261+11.4% | $4,735+23.7% | $4,762+23.0% |
| Participant deferral / active EE | $18,927 | $7,109+166.2% | $6,709+182.1% | $5,850+223.5% |
| Admin fee / account holder | $4,623 | $12,120-61.9% | $10,261-54.9% | $11,596-60.1% |