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 | $701,739 | $144,119+386.9% | $117,854+495.4% | $147,584+375.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.16% | 531.15%-514.0pp | 335.08%-317.9pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,964 | $4,896-39.5% | $3,786-21.7% | $4,876-39.2% |
| Participant deferral / active EE | $3,285 | $5,316-38.2% | $4,482-26.7% | $5,439-39.6% |
| Admin fee / account holder | $43,463 | $10,886+299.3% | $8,020+441.9% | $10,885+299.3% |