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 | $630,787 | $90,348+598.2% | $75,972+730.3% | $145,922+332.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.13% | 620.88%-610.7pp | 359.55%-349.4pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,969 | $3,311-10.3% | $2,685+10.6% | $4,660-36.3% |
| Participant deferral / active EE | $19,792 | $5,162+283.4% | $4,255+365.1% | $6,688+195.9% |
| Admin fee / account holder | $6,290 | $8,467-25.7% | $6,467-2.7% | $13,397-53.0% |