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 | $504,208 | $157,256+220.6% | $141,162+257.2% | $152,861+229.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.13% | 64.32%-48.2pp | 71.39%-55.3pp | 345.32%-329.2pp |
| Employer contribution / active EE | $11,388 | $5,261+116.5% | $4,735+140.5% | $4,762+139.1% |
| Participant deferral / active EE | $10,074 | $7,109+41.7% | $6,709+50.2% | $5,850+72.2% |
| Admin fee / account holder | $41,907 | $12,120+245.8% | $10,261+308.4% | $11,596+261.4% |