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 | $733,048 | $77,419+846.9% | $69,455+955.4% | $152,861+379.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 24.93% | 39.06%-14.1pp | 28.97%-4.0pp | 345.32%-320.4pp |
| Employer contribution / active EE | $5,244 | $3,315+58.2% | $2,779+88.7% | $4,762+10.1% |
| Participant deferral / active EE | $14,580 | $4,414+230.3% | $3,535+312.4% | $5,850+149.2% |
| Admin fee / account holder | $33,858 | $6,207+445.5% | $3,839+781.9% | $11,596+192.0% |