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 | $331,420 | $197,591+67.7% | $177,821+86.4% | $158,922+108.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.74% | 58.76%-48.0pp | 48.32%-37.6pp | 302.83%-292.1pp |
| Employer contribution / active EE | $17,617 | $6,697+163.0% | $5,918+197.7% | $4,761+270.0% |
| Participant deferral / active EE | $13,946 | $8,405+65.9% | $7,714+80.8% | $5,982+133.1% |
| Admin fee / account holder | $20,769 | $15,399+34.9% | $12,427+67.1% | $11,246+84.7% |