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 | $428,474 | $152,587+180.8% | $125,175+242.3% | $152,861+180.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.77% | 54.84%-35.1pp | 43.79%-24.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,799 | $4,946-43.4% | $3,865-27.6% | $4,762-41.2% |
| Participant deferral / active EE | $16,667 | $5,868+184.0% | $4,937+237.6% | $5,850+184.9% |
| Admin fee / account holder | $3,841 | $13,434-71.4% | $9,702-60.4% | $11,596-66.9% |