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 | $414,867 | $127,065+226.5% | $113,168+266.6% | $142,382+191.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.24% | 24.03%-11.8pp | 24.27%-12.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,094 | $3,442-39.2% | $2,975-29.6% | $4,299-51.3% |
| Participant deferral / active EE | $20,167 | $5,716+252.8% | $5,107+294.9% | $6,507+209.9% |
| Admin fee / account holder | $104,197 | $15,736+562.2% | $12,068+763.4% | $12,624+725.4% |