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 | $521,465 | $105,998+392.0% | $92,233+465.4% | $147,584+253.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.77% | 50.05%-33.3pp | 176.28%-159.5pp | 578.55%-561.8pp |
| Employer contribution / active EE | $18,250 | $4,333+321.2% | $3,679+396.0% | $4,876+274.3% |
| Participant deferral / active EE | $24,000 | $4,478+436.0% | $3,897+515.9% | $5,439+341.3% |
| Admin fee / account holder | $4,494 | $6,332-29.0% | $5,194-13.5% | $10,885-58.7% |