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 | $357,189 | $165,335+116.0% | $149,696+138.6% | $158,922+124.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.96% | 348.15%-328.2pp | 276.60%-256.6pp | 302.83%-282.9pp |
| Employer contribution / active EE | $18,223 | $5,103+257.1% | $4,644+292.4% | $4,761+282.8% |
| Participant deferral / active EE | $14,080 | $7,181+96.1% | $6,842+105.8% | $5,982+135.4% |
| Admin fee / account holder | $28,161 | $10,807+160.6% | $9,309+202.5% | $11,246+150.4% |