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 | $428,769 | $106,515+302.5% | $96,683+343.5% | $139,434+207.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.20% | 38.43%-20.2pp | 35.69%-17.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $18,093 | $4,103+341.0% | $3,737+384.2% | $4,751+280.8% |
| Participant deferral / active EE | $13,132 | $5,454+140.8% | $4,878+169.2% | $6,710+95.7% |
| Admin fee / account holder | $8,945 | $7,877+13.6% | $6,730+32.9% | $11,403-21.6% |