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 | $874,207 | $159,901+446.7% | $146,958+494.9% | $145,922+499.1% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-6.9pp |
| Annual return | 25.33% | 98.13%-72.8pp | 418.34%-393.0pp | 561.29%-536.0pp |
| Employer contribution / active EE | $6,809 | $5,286+28.8% | $4,933+38.0% | $4,660+46.1% |
| Participant deferral / active EE | $13,388 | $8,428+58.8% | $8,070+65.9% | $6,688+100.2% |
| Admin fee / account holder | $13,930 | $15,044-7.4% | $12,998+7.2% | $13,397+4.0% |