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 | $818,020 | $109,817+644.9% | $98,442+731.0% | $167,490+388.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.06% | 1956.69%-1940.6pp | 1492.73%-1476.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $3,413 | $3,224+5.9% | $2,960+15.3% | $4,837-29.5% |
| Participant deferral / active EE | $18,802 | $4,673+302.3% | $4,276+339.7% | $6,341+196.5% |
| Admin fee / account holder | $6,284 | $6,753-6.9% | $5,949+5.6% | $12,309-48.9% |