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 | $302,286 | $156,846+92.7% | $121,098+149.6% | $139,434+116.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.69% | 1474.56%-1460.9pp | 985.75%-972.1pp | 372.94%-359.3pp |
| Employer contribution / active EE | $31,995 | $5,536+477.9% | $4,164+668.4% | $4,751+573.5% |
| Participant deferral / active EE | $6,472 | $4,844+33.6% | $4,080+58.6% | $6,710-3.5% |
| Admin fee / account holder | $2,524 | $6,946-63.7% | $5,644-55.3% | $11,403-77.9% |