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 7-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 | $643,994 | $176,056+265.8% | $159,436+303.9% | $167,490+284.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.32% | 331.75%-317.4pp | 263.57%-249.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $16,311 | $5,297+207.9% | $4,829+237.8% | $4,837+237.2% |
| Participant deferral / active EE | $11,046 | $7,750+42.5% | $7,352+50.2% | $6,341+74.2% |
| Admin fee / account holder | $8,467 | $12,554-32.6% | $10,799-21.6% | $12,309-31.2% |