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 8-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 | $514,183 | $70,756+626.7% | $65,493+685.1% | $142,382+261.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.00% | 1754.89%-1737.9pp | 982.45%-965.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $17,299 | $2,881+500.5% | $2,574+572.0% | $4,299+302.4% |
| Participant deferral / active EE | $5,202 | $4,637+12.2% | $3,961+31.3% | $6,507-20.1% |
| Admin fee / account holder | $10,046 | $6,559+53.2% | $5,028+99.8% | $12,624-20.4% |