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 | $341,297 | $58,234+486.1% | $81,783+317.3% | $80,874+322.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 13.36% | 41.70%-28.3pp | 775.05%-761.7pp | 35.62%-22.3pp |
| Employer contribution / active EE | $27,382 | $2,341+1069.5% | $2,913+840.1% | $2,756+893.7% |
| Participant deferral / active EE | $15,766 | $3,283+380.3% | $4,320+264.9% | $4,297+266.9% |
| Admin fee / account holder | $10,653 | $4,982+113.8% | $7,380+44.4% | $6,935+53.6% |