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 | $276,301 | $108,919+153.7% | $100,391+175.2% | $145,922+89.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.53% | 57.88%-42.4pp | 49.20%-33.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $12,500 | $4,419+182.9% | $3,942+217.1% | $4,660+168.3% |
| Participant deferral / active EE | $23,000 | $8,445+172.4% | $8,082+184.6% | $6,688+243.9% |
| Admin fee / account holder | $73,743 | $9,689+661.1% | $7,899+833.6% | $13,397+450.4% |