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 | $325,856 | $102,382+218.3% | $147,005+121.7% | $80,874+302.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 48.26% | 134.89%-86.6pp | 418.76%-370.5pp | 35.62%+12.6pp |
| Employer contribution / active EE | $10,366 | $3,715+179.0% | $4,934+110.1% | $2,756+276.2% |
| Participant deferral / active EE | $9,300 | $6,646+39.9% | $8,070+15.2% | $4,297+116.4% |
| Admin fee / account holder | $5,493 | $7,942-30.8% | $13,006-57.8% | $6,935-20.8% |