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 | $834,597 | $104,664+697.4% | $85,682+874.1% | $167,490+398.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 9.39% | 21.45%-12.1pp | 21.49%-12.1pp | 478.56%-469.2pp |
| Employer contribution / active EE | $2,868 | $3,337-14.1% | $2,618+9.5% | $4,837-40.7% |
| Participant deferral / active EE | $19,122 | $4,824+296.3% | $3,923+387.5% | $6,341+201.5% |
| Admin fee / account holder | $7,773 | $10,032-22.5% | $6,873+13.1% | $12,309-36.9% |