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 | $852,916 | $95,416+793.9% | $185,823+359.0% | $85,850+893.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 41.51% | 23.59%+17.9pp | 122.05%-80.5pp | 318.53%-277.0pp |
| Employer contribution / active EE | $42,632 | $3,314+1186.5% | $5,167+725.0% | $2,565+1562.0% |
| Participant deferral / active EE | $11,411 | $3,423+233.3% | $5,568+104.9% | $3,952+188.8% |
| Admin fee / account holder | $127,213 | $7,213+1663.7% | $16,237+683.5% | $6,260+1932.2% |