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 | $305,086 | $109,982+177.4% | $97,226+213.8% | $145,922+109.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.81% | 242.90%-233.1pp | 75.13%-65.3pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,958 | $3,084+28.3% | $2,729+45.0% | $4,660-15.1% |
| Participant deferral / active EE | $10,637 | $4,676+127.5% | $4,264+149.5% | $6,688+59.1% |
| Admin fee / account holder | $7,172 | $6,221+15.3% | $5,654+26.9% | $13,397-46.5% |