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 | $827,972 | $217,402+280.8% | $185,823+345.6% | $167,490+394.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.47% | 148.36%-127.9pp | 122.05%-101.6pp | 478.56%-458.1pp |
| Employer contribution / active EE | $7,010 | $5,873+19.4% | $5,167+35.7% | $4,837+44.9% |
| Participant deferral / active EE | $20,123 | $6,356+216.6% | $5,568+261.4% | $6,341+217.3% |
| Admin fee / account holder | $326,894 | $19,811+1550.1% | $16,237+1913.2% | $12,309+2555.7% |