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 | $276,740 | $149,040+85.7% | $120,225+130.2% | $137,256+101.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.53% | 605.68%-588.1pp | 439.23%-421.7pp | 220.34%-202.8pp |
| Employer contribution / active EE | $8,896 | $4,350+104.5% | $3,475+156.0% | $4,156+114.1% |
| Participant deferral / active EE | $17,636 | $4,655+278.9% | $3,999+341.0% | $6,407+175.3% |
| Admin fee / account holder | $1,800 | $6,348-71.6% | $5,696-68.4% | $12,270-85.3% |