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 | $630,267 | $177,572+254.9% | $154,803+307.1% | $142,382+342.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.29% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $7,977 | $4,810+65.8% | $4,305+85.3% | $4,299+85.5% |
| Participant deferral / active EE | $5,879 | $6,272-6.3% | $5,540+6.1% | $6,507-9.7% |
| Admin fee / account holder | $622 | $16,786-96.3% | $14,329-95.7% | $12,624-95.1% |