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 | $1,194,419 | $217,402+449.4% | $185,823+542.8% | $167,490+613.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.96% | 148.36%-123.4pp | 122.05%-97.1pp | 478.56%-453.6pp |
| Employer contribution / active EE | $19,537 | $5,873+232.6% | $5,167+278.1% | $4,837+303.9% |
| Participant deferral / active EE | $22,797 | $6,356+258.7% | $5,568+309.4% | $6,341+259.5% |
| Admin fee / account holder | $334,201 | $19,811+1587.0% | $16,237+1958.2% | $12,309+2615.1% |