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 | $305,893 | $91,190+235.4% | $178,490+71.4% | $79,858+283.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 36.26% | 24.19%+12.1pp | 151.07%-114.8pp | 31.71%+4.5pp |
| Employer contribution / active EE | $18,487 | $3,256+467.8% | $5,011+269.0% | $2,471+648.2% |
| Participant deferral / active EE | $8,279 | $3,236+155.8% | $5,202+59.2% | $3,740+121.4% |
| Admin fee / account holder | $8,576 | $6,751+27.0% | $13,984-38.7% | $5,306+61.6% |