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 | $307,018 | $74,888+310.0% | $71,209+331.2% | $142,382+115.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.14% | 345.14%-332.0pp | 282.51%-269.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $22,668 | $2,854+694.1% | $2,721+733.1% | $4,299+427.3% |
| Participant deferral / active EE | $5,485 | $4,454+23.1% | $4,175+31.4% | $6,507-15.7% |
| Admin fee / account holder | $42,487 | $5,568+663.0% | $5,349+694.3% | $12,624+236.6% |