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 | $999,397 | $181,894+449.4% | $156,549+538.4% | $273,961+264.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 41.65% | 30.74%+10.9pp | 32.23%+9.4pp | 41.45%+0.2pp |
| Employer contribution / active EE | $28,516 | $6,248+356.4% | $5,501+418.4% | $4,869+485.7% |
| Participant deferral / active EE | $17,667 | $5,550+218.3% | $4,871+262.7% | $5,287+234.1% |
| Admin fee / account holder | $4,626 | $15,559-70.3% | $13,027-64.5% | $10,132-54.3% |