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 | $528,981 | $105,998+399.1% | $92,233+473.5% | $147,584+258.4% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 15.67% | 50.05%-34.4pp | 176.28%-160.6pp | 578.55%-562.9pp |
| Employer contribution / active EE | $31,172 | $4,333+619.4% | $3,679+747.2% | $4,876+539.3% |
| Participant deferral / active EE | $1,126 | $4,478-74.9% | $3,897-71.1% | $5,439-79.3% |
| Admin fee / account holder | $193,237 | $6,332+2951.6% | $5,194+3620.7% | $10,885+1675.2% |