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 | $659,009 | $154,117+327.6% | $129,995+406.9% | $139,434+372.6% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 91.91% | 32.48%+59.4pp | -137.18%+229.1pp | 372.94%-281.0pp |
| Employer contribution / active EE | $2,963 | $5,289-44.0% | $4,320-31.4% | $4,751-37.6% |
| Participant deferral / active EE | $9,873 | $6,710+47.1% | $5,820+69.6% | $6,710+47.1% |
| Admin fee / account holder | $70,542 | $14,007+403.6% | $10,614+564.6% | $11,403+518.7% |