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 | $412,790 | $100,852+309.3% | $90,404+356.6% | $158,922+159.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.87% | 1724.20%-1710.3pp | 1293.02%-1279.1pp | 302.83%-289.0pp |
| Employer contribution / active EE | $4,126 | $3,689+11.8% | $3,262+26.5% | $4,761-13.3% |
| Participant deferral / active EE | $10,775 | $4,348+147.8% | $3,963+171.9% | $5,982+80.1% |
| Admin fee / account holder | $1,676 | $6,501-74.2% | $5,611-70.1% | $11,246-85.1% |