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 | $388,514 | $209,336+85.6% | $197,124+97.1% | $137,256+183.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.02% | 48.09%-31.1pp | 44.34%-27.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $19,500 | $6,591+195.9% | $6,227+213.1% | $4,156+369.2% |
| Participant deferral / active EE | $22,967 | $9,614+138.9% | $9,135+151.4% | $6,407+258.5% |
| Admin fee / account holder | $3,267 | $17,308-81.1% | $16,298-80.0% | $12,270-73.4% |