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 | $476,333 | $157,256+202.9% | $141,162+237.4% | $152,861+211.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.26% | 64.32%-47.1pp | 71.39%-54.1pp | 345.32%-328.1pp |
| Employer contribution / active EE | $9,111 | $5,261+73.2% | $4,735+92.4% | $4,762+91.3% |
| Participant deferral / active EE | $8,322 | $7,109+17.1% | $6,709+24.0% | $5,850+42.3% |
| Admin fee / account holder | $1,314 | $12,120-89.2% | $10,261-87.2% | $11,596-88.7% |