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 | $361,301 | $198,466+82.0% | $170,442+112.0% | $147,584+144.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.05% | 257.29%-245.2pp | 205.93%-193.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $19,447 | $6,184+214.5% | $5,433+258.0% | $4,876+298.8% |
| Participant deferral / active EE | $4,468 | $5,629-20.6% | $4,939-9.5% | $5,439-17.8% |
| Admin fee / account holder | $3,668 | $16,852-78.2% | $13,880-73.6% | $10,885-66.3% |