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 | $397,977 | $92,222+331.5% | $76,768+418.4% | $135,375+194.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 1.82% | 5.46%-3.6pp | 2.43%-0.6pp | 519.73%-517.9pp |
| Employer contribution / active EE | $36,000 | $3,216+1019.4% | $2,485+1348.6% | $4,779+653.3% |
| Participant deferral / active EE | $24,500 | $4,509+443.4% | $3,852+536.1% | $5,609+336.8% |
| Admin fee / account holder | $59,747 | $10,748+455.9% | $6,675+795.1% | $10,827+451.8% |