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 | $591,888 | $112,881+424.3% | $90,951+550.8% | $158,922+272.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.23% | 215.79%-197.6pp | 134.60%-116.4pp | 302.83%-284.6pp |
| Employer contribution / active EE | $5,834 | $2,893+101.6% | $2,122+174.9% | $4,761+22.5% |
| Participant deferral / active EE | $15,617 | $4,128+278.3% | $3,373+363.0% | $5,982+161.1% |
| Admin fee / account holder | $14,493 | $8,041+80.2% | $5,959+143.2% | $11,246+28.9% |