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 | $288,085 | $100,773+185.9% | $88,946+223.9% | $142,382+102.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.94% | 70.18%-59.2pp | 57.82%-46.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $6,316 | $2,918+116.5% | $2,555+147.2% | $4,299+46.9% |
| Participant deferral / active EE | $17,880 | $5,230+241.9% | $4,581+290.3% | $6,507+174.8% |
| Admin fee / account holder | $10,901 | $9,693+12.5% | $8,261+32.0% | $12,624-13.6% |