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 | $499,577 | $176,056+183.8% | $159,436+213.3% | $167,490+198.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.83% | 331.75%-316.9pp | 263.57%-248.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $2,634 | $5,297-50.3% | $4,829-45.5% | $4,837-45.6% |
| Participant deferral / active EE | $9,705 | $7,750+25.2% | $7,352+32.0% | $6,341+53.0% |
| Admin fee / account holder | $10,194 | $12,554-18.8% | $10,799-5.6% | $12,309-17.2% |