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 | $367,766 | $180,449+103.8% | $154,107+138.6% | $135,375+171.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.14% | 888.09%-882.0pp | 735.12%-729.0pp | 519.73%-513.6pp |
| Employer contribution / active EE | $8,242 | $6,035+36.6% | $5,298+55.6% | $4,779+72.5% |
| Participant deferral / active EE | $8,094 | $5,806+39.4% | $5,081+59.3% | $5,609+44.3% |
| Admin fee / account holder | $2,783 | $16,143-82.8% | $13,411-79.3% | $10,827-74.3% |