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 | $563,082 | $162,781+245.9% | $133,956+320.4% | $158,922+254.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 35.37% | 41.94%-6.6pp | 45.09%-9.7pp | 302.83%-267.5pp |
| Employer contribution / active EE | $9,365 | $4,975+88.2% | $3,919+139.0% | $4,761+96.7% |
| Participant deferral / active EE | $17,333 | $5,911+193.2% | $5,048+243.4% | $5,982+189.8% |
| Admin fee / account holder | $5,178 | $11,736-55.9% | $8,927-42.0% | $11,246-54.0% |