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 | $331,102 | $198,466+66.8% | $170,442+94.3% | $147,584+124.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.44% | 257.29%-245.9pp | 205.93%-194.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $13,468 | $6,184+117.8% | $5,433+147.9% | $4,876+176.2% |
| Participant deferral / active EE | $7,877 | $5,629+39.9% | $4,939+59.5% | $5,439+44.8% |
| Admin fee / account holder | $2,345 | $16,852-86.1% | $13,880-83.1% | $10,885-78.5% |