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 | $440,208 | $77,314+469.4% | $177,989+147.3% | $80,856+444.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 16.24% | 18.09%-1.8pp | 294.48%-278.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $7,602 | $2,292+231.6% | $3,949+92.5% | $2,755+175.9% |
| Participant deferral / active EE | $16,727 | $4,411+279.3% | $6,276+166.5% | $4,296+289.4% |
| Admin fee / account holder | $40,683 | $7,191+465.8% | $10,363+292.6% | $6,918+488.1% |