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 | $346,519 | $95,416+263.2% | $185,823+86.5% | $85,850+303.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.23% | 23.59%-8.4pp | 122.05%-106.8pp | 318.53%-303.3pp |
| Employer contribution / active EE | $22,846 | $3,314+589.4% | $5,167+342.1% | $2,565+790.6% |
| Participant deferral / active EE | $11,538 | $3,423+237.0% | $5,568+107.2% | $3,952+192.0% |
| Admin fee / account holder | $27,820 | $7,213+285.7% | $16,237+71.3% | $6,260+344.4% |