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 | $351,406 | $159,901+119.8% | $146,958+139.1% | $145,922+140.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.31% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $25,503 | $5,286+382.5% | $4,933+417.0% | $4,660+447.3% |
| Participant deferral / active EE | $13,770 | $8,428+63.4% | $8,070+70.6% | $6,688+105.9% |
| Admin fee / account holder | $1,419 | $15,044-90.6% | $12,998-89.1% | $13,397-89.4% |