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 3-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 | $340,530 | $70,756+381.3% | $65,493+419.9% | $142,382+139.2% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 16.93% | 1754.89%-1738.0pp | 982.45%-965.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,271 | $2,881-55.9% | $2,574-50.6% | $4,299-70.4% |
| Participant deferral / active EE | $4,537 | $4,637-2.2% | $3,961+14.5% | $6,507-30.3% |
| Admin fee / account holder | $76,706 | $6,559+1069.5% | $5,028+1425.5% | $12,624+507.6% |