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 | $382,805 | $127,777+199.6% | $106,548+259.3% | $167,490+128.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 23.57% | 33.87%-10.3pp | 26.80%-3.2pp | 478.56%-455.0pp |
| Employer contribution / active EE | $16,549 | $3,427+383.0% | $2,819+487.1% | $4,837+242.1% |
| Participant deferral / active EE | $11,641 | $5,087+128.8% | $4,398+164.7% | $6,341+83.6% |
| Admin fee / account holder | $10,152 | $11,228-9.6% | $7,407+37.0% | $12,309-17.5% |