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 7-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 | $681,083 | $162,781+318.4% | $133,956+408.4% | $158,922+328.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.87% | 41.94%-27.1pp | 45.09%-30.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $16,231 | $4,975+226.2% | $3,919+314.2% | $4,761+240.9% |
| Participant deferral / active EE | $10,767 | $5,911+82.2% | $5,048+113.3% | $5,982+80.0% |
| Admin fee / account holder | $1,068 | $11,736-90.9% | $8,927-88.0% | $11,246-90.5% |