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 | $397,972 | $114,381+247.9% | $107,525+270.1% | $142,382+179.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.66% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $25,851 | $4,015+543.9% | $3,754+588.7% | $4,299+501.3% |
| Participant deferral / active EE | $16,750 | $5,564+201.0% | $5,116+227.4% | $6,507+157.4% |
| Admin fee / account holder | $2,583 | $9,860-73.8% | $8,919-71.0% | $12,624-79.5% |