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 | $473,567 | $154,228+207.1% | $145,433+225.6% | $137,256+245.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.80% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $20,659 | $4,804+330.0% | $4,554+353.6% | $4,156+397.1% |
| Participant deferral / active EE | $45,435 | $8,216+453.0% | $7,897+475.3% | $6,407+609.2% |
| Admin fee / account holder | $294,880 | $14,344+1955.8% | $13,129+2146.0% | $12,270+2303.2% |