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 | $589,076 | $159,602+269.1% | $150,045+292.6% | $142,382+313.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.34% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $11,639 | $4,961+134.6% | $4,693+148.0% | $4,299+170.7% |
| Participant deferral / active EE | $21,900 | $8,310+163.5% | $7,997+173.8% | $6,507+236.5% |
| Admin fee / account holder | $4,004 | $14,846-73.0% | $13,435-70.2% | $12,624-68.3% |