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 | $260,045 | $118,849+118.8% | $96,562+169.3% | $167,490+55.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.46% | 50.49%-39.0pp | 37.78%-26.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $16,762 | $3,120+437.3% | $2,356+611.3% | $4,837+246.5% |
| Participant deferral / active EE | $8,961 | $4,616+94.1% | $3,849+132.8% | $6,341+41.3% |
| Admin fee / account holder | $38,140 | $8,065+372.9% | $6,181+517.1% | $12,309+209.9% |