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 | $931,250 | $88,751+949.3% | $81,812+1038.3% | $145,922+538.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.84% | 1025.40%-1015.6pp | 773.79%-764.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,645 | $3,083+18.2% | $2,912+25.2% | $4,660-21.8% |
| Participant deferral / active EE | $21,525 | $4,643+363.6% | $4,319+398.4% | $6,688+221.9% |
| Admin fee / account holder | $4,470 | $8,415-46.9% | $7,386-39.5% | $13,397-66.6% |