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 | $607,196 | $100,773+502.5% | $88,946+582.7% | $142,382+326.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.27% | 70.18%-57.9pp | 57.82%-45.5pp | 217.08%-204.8pp |
| Employer contribution / active EE | $21,209 | $2,918+626.9% | $2,555+730.1% | $4,299+393.3% |
| Participant deferral / active EE | $16,880 | $5,230+222.7% | $4,581+268.4% | $6,507+159.4% |
| Admin fee / account holder | $243,080 | $9,693+2407.8% | $8,261+2842.5% | $12,624+1825.6% |