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 | $295,084 | $77,899+278.8% | $149,673+97.2% | $75,163+292.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 3914.38% | 31.72%+3882.7pp | 134.42%+3780.0pp | 160.62%+3753.8pp |
| Employer contribution / active EE | $11,747 | $3,137+274.4% | $4,818+143.8% | $2,670+340.0% |
| Participant deferral / active EE | $1,305 | $3,411-61.7% | $5,680-77.0% | $4,125-68.4% |
| Admin fee / account holder | $11,406 | $5,956+91.5% | $13,210-13.7% | $5,651+101.9% |