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 | $325,773 | $102,317+218.4% | $146,958+121.7% | $80,856+302.9% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 14.78% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,420 | $3,713-34.8% | $4,933-50.9% | $2,755-12.2% |
| Participant deferral / active EE | $8,689 | $6,644+30.8% | $8,070+7.7% | $4,296+102.3% |
| Admin fee / account holder | $72,529 | $7,941+813.3% | $12,998+458.0% | $6,918+948.4% |