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 | $269,672 | $76,785+251.2% | $56,441+377.8% | $145,959+84.8% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 7.52% | 3000.51%-2993.0pp | 1704.21%-1696.7pp | 561.95%-554.4pp |
| Employer contribution / active EE | $734 | $1,381-46.9% | $1,039-29.4% | $4,661-84.3% |
| Participant deferral / active EE | $11,641 | $2,624+343.7% | $1,953+496.1% | $6,689+74.0% |
| Admin fee / account holder | $4,043 | $3,334+21.3% | $2,829+42.9% | $13,398-69.8% |