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 | $877,831 | $91,190+862.6% | $178,490+391.8% | $79,858+999.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.26% | 24.19%-11.9pp | 151.07%-138.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $25,179 | $3,256+673.4% | $5,011+402.5% | $2,471+919.1% |
| Participant deferral / active EE | $15,388 | $3,236+375.5% | $5,202+195.8% | $3,740+311.4% |
| Admin fee / account holder | $98,450 | $6,751+1358.3% | $13,984+604.0% | $5,306+1755.3% |