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 8-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 | $398,829 | $95,416+318.0% | $185,823+114.6% | $85,850+364.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.43% | 23.59%-7.2pp | 122.05%-105.6pp | 318.53%-302.1pp |
| Employer contribution / active EE | $19,046 | $3,314+474.8% | $5,167+268.6% | $2,565+642.5% |
| Participant deferral / active EE | $13,396 | $3,423+291.3% | $5,568+140.6% | $3,952+239.0% |
| Admin fee / account holder | $14,505 | $7,213+101.1% | $16,237-10.7% | $6,260+131.7% |