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 | $348,297 | $209,411+66.3% | $178,490+95.1% | $158,922+119.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 88.93% | 188.75%-99.8pp | 151.07%-62.1pp | 302.83%-213.9pp |
| Employer contribution / active EE | $44,435 | $5,706+678.7% | $5,011+786.8% | $4,761+833.3% |
| Participant deferral / active EE | $19,452 | $5,954+226.7% | $5,202+274.0% | $5,982+225.2% |
| Admin fee / account holder | $41,059 | $17,074+140.5% | $13,984+193.6% | $11,246+265.1% |