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 | $696,039 | $114,381+508.5% | $107,525+547.3% | $142,382+388.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.55% | 242.71%-217.2pp | 181.32%-155.8pp | 217.08%-191.5pp |
| Employer contribution / active EE | $11,375 | $4,015+183.3% | $3,754+203.0% | $4,299+164.6% |
| Participant deferral / active EE | $22,000 | $5,564+295.4% | $5,116+330.1% | $6,507+238.1% |
| Admin fee / account holder | $40,586 | $9,860+311.6% | $8,919+355.1% | $12,624+221.5% |