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 | $521,071 | $163,101+219.5% | $136,749+281.0% | $142,382+266.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.49% | 27.54%-17.1pp | 24.33%-13.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $6,553 | $4,117+59.2% | $3,400+92.8% | $4,299+52.4% |
| Participant deferral / active EE | $13,553 | $5,585+142.7% | $4,692+188.9% | $6,507+108.3% |
| Admin fee / account holder | $4,325 | $14,318-69.8% | $11,386-62.0% | $12,624-65.7% |