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 | $484,326 | $168,632+187.2% | $147,614+228.1% | $125,391+286.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.44% | 77.65%-74.2pp | 61.98%-58.5pp | 282.22%-278.8pp |
| Employer contribution / active EE | $1,794 | $6,252-71.3% | $5,564-67.8% | $4,866-63.1% |
| Participant deferral / active EE | $10,040 | $5,507+82.3% | $4,895+105.1% | $5,352+87.6% |
| Admin fee / account holder | $15,030 | $13,580+10.7% | $11,611+29.4% | $9,540+57.5% |