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 | $1,793,126 | $175,202+923.5% | $149,673+1098.0% | $139,434+1186.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.74% | 166.71%-154.0pp | 134.42%-121.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $63,023 | $5,474+1051.3% | $4,818+1208.2% | $4,751+1226.6% |
| Participant deferral / active EE | $5,238 | $6,519-19.7% | $5,680-7.8% | $6,710-21.9% |
| Admin fee / account holder | $35,234 | $16,150+118.2% | $13,210+166.7% | $11,403+209.0% |