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 | $296,629 | $165,984+78.7% | $164,813+80.0% | $145,922+103.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.92% | 100.03%-85.1pp | 69.93%-55.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $21,861 | $5,273+314.6% | $4,341+403.6% | $4,660+369.2% |
| Participant deferral / active EE | $13,703 | $6,959+96.9% | $6,031+127.2% | $6,688+104.9% |
| Admin fee / account holder | $6,855 | $16,648-58.8% | $12,690-46.0% | $13,397-48.8% |