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 | $469,501 | $157,256+198.6% | $141,162+232.6% | $152,861+207.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.79% | 64.32%-49.5pp | 71.39%-56.6pp | 345.32%-330.5pp |
| Employer contribution / active EE | $13,682 | $5,261+160.1% | $4,735+189.0% | $4,762+187.3% |
| Participant deferral / active EE | $8,313 | $7,109+16.9% | $6,709+23.9% | $5,850+42.1% |
| Admin fee / account holder | $66,108 | $12,120+445.4% | $10,261+544.3% | $11,596+470.1% |