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 | $493,552 | $175,202+181.7% | $149,673+229.8% | $139,434+254.0% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 15.84% | 166.71%-150.9pp | 134.42%-118.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $7,515 | $5,474+37.3% | $4,818+56.0% | $4,751+58.2% |
| Participant deferral / active EE | $5,811 | $6,519-10.9% | $5,680+2.3% | $6,710-13.4% |
| Admin fee / account holder | $429 | $16,150-97.3% | $13,210-96.8% | $11,403-96.2% |