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 | $329,397 | $138,065+138.6% | $123,544+166.6% | $135,375+143.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.33% | 153.68%-146.4pp | 119.20%-111.9pp | 519.73%-512.4pp |
| Employer contribution / active EE | $22,416 | $5,151+335.1% | $4,628+384.4% | $4,779+369.1% |
| Participant deferral / active EE | $9,580 | $6,799+40.9% | $6,426+49.1% | $5,609+70.8% |
| Admin fee / account holder | $89,423 | $10,916+719.2% | $9,284+863.2% | $10,827+725.9% |