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 | $551,951 | $201,272+174.2% | $184,203+199.6% | $145,922+278.3% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.2pp |
| Annual return | 15.99% | 29.00%-13.0pp | 28.81%-12.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $19,156 | $7,022+172.8% | $6,427+198.0% | $4,660+311.1% |
| Participant deferral / active EE | $17,804 | $9,806+81.6% | $9,131+95.0% | $6,688+166.2% |
| Admin fee / account holder | $35,388 | $16,364+116.3% | $13,901+154.6% | $13,397+164.2% |