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 | $859,728 | $135,952+532.4% | $123,892+593.9% | $273,961+213.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.06% | 56.63%-43.6pp | 47.52%-34.5pp | 41.45%-28.4pp |
| Employer contribution / active EE | $5,400 | $5,170+4.5% | $4,617+17.0% | $4,869+10.9% |
| Participant deferral / active EE | $408,133 | $6,343+6334.7% | $5,984+6720.2% | $5,287+7619.4% |
| Admin fee / account holder | $3,476 | $9,817-64.6% | $8,357-58.4% | $10,132-65.7% |