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 | $263,680 | $95,266+176.8% | $82,389+220.0% | $142,382+85.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.96% | 25.74%-9.8pp | 28.67%-12.7pp | 217.08%-201.1pp |
| Employer contribution / active EE | $11,434 | $2,991+282.3% | $2,517+354.3% | $4,299+166.0% |
| Participant deferral / active EE | $7,623 | $4,809+58.5% | $4,155+83.5% | $6,507+17.1% |
| Admin fee / account holder | $197,434 | $8,563+2205.5% | $7,231+2630.5% | $12,624+1464.0% |