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 9-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 | $720,215 | $214,378+236.0% | $200,582+259.1% | $142,382+405.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.83% | 46.41%-27.6pp | 42.33%-23.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $6,749 | $6,841-1.4% | $6,419+5.1% | $4,299+57.0% |
| Participant deferral / active EE | $21,500 | $9,865+117.9% | $9,331+130.4% | $6,507+230.4% |
| Admin fee / account holder | $251,308 | $17,692+1320.5% | $16,305+1441.3% | $12,624+1890.8% |