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 7-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 | $563,326 | $100,773+459.0% | $88,946+533.3% | $142,382+295.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.73% | 70.18%-57.4pp | 57.82%-45.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $23,167 | $2,918+694.0% | $2,555+806.7% | $4,299+438.9% |
| Participant deferral / active EE | $19,563 | $5,230+274.0% | $4,581+327.0% | $6,507+200.6% |
| Admin fee / account holder | $17,196 | $9,693+77.4% | $8,261+108.2% | $12,624+36.2% |