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 | $331,215 | $159,602+107.5% | $150,045+120.7% | $142,382+132.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.37% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $7,951 | $4,961+60.3% | $4,693+69.4% | $4,299+84.9% |
| Participant deferral / active EE | $22,043 | $8,310+165.3% | $7,997+175.6% | $6,507+238.7% |
| Admin fee / account holder | $196,884 | $14,846+1226.1% | $13,435+1365.5% | $12,624+1459.6% |