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 | $393,087 | $95,416+312.0% | $185,823+111.5% | $85,850+357.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.97% | 23.59%-10.6pp | 122.05%-109.1pp | 318.53%-305.6pp |
| Employer contribution / active EE | $6,373 | $3,314+92.3% | $5,167+23.3% | $2,565+148.4% |
| Participant deferral / active EE | $4,052 | $3,423+18.4% | $5,568-27.2% | $3,952+2.5% |
| Admin fee / account holder | $21,469 | $7,213+197.7% | $16,237+32.2% | $6,260+243.0% |