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 | $652,946 | $183,963+254.9% | $162,163+302.6% | $152,861+327.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.94% | 150.76%-128.8pp | 115.59%-93.6pp | 345.32%-323.4pp |
| Employer contribution / active EE | $16,308 | $6,371+156.0% | $5,614+190.5% | $4,762+242.4% |
| Participant deferral / active EE | $11,400 | $8,034+41.9% | $7,298+56.2% | $5,850+94.9% |
| Admin fee / account holder | $6,175 | $13,121-52.9% | $10,843-43.1% | $11,596-46.8% |