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 | $448,993 | $157,256+185.5% | $141,162+218.1% | $152,861+193.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.63% | 64.32%-45.7pp | 71.39%-52.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $34,582 | $5,261+557.3% | $4,735+630.3% | $4,762+626.2% |
| Participant deferral / active EE | $8,871 | $7,109+24.8% | $6,709+32.2% | $5,850+51.6% |
| Admin fee / account holder | $3,355 | $12,120-72.3% | $10,261-67.3% | $11,596-71.1% |