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 | $421,467 | $109,413+285.2% | $156,263+169.7% | $84,808+397.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.68% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $9,986 | $2,907+243.5% | $4,333+130.5% | $2,631+279.5% |
| Participant deferral / active EE | $11,561 | $4,590+151.9% | $6,158+87.7% | $4,212+174.5% |
| Admin fee / account holder | $15,823 | $9,357+69.1% | $14,255+11.0% | $7,344+115.5% |