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 | $703,681 | $201,272+249.6% | $184,203+282.0% | $145,922+382.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 74.66% | 29.00%+45.7pp | 28.81%+45.8pp | 561.29%-486.6pp |
| Employer contribution / active EE | $22,133 | $7,022+215.2% | $6,427+244.4% | $4,660+375.0% |
| Participant deferral / active EE | $10,167 | $9,806+3.7% | $9,131+11.3% | $6,688+52.0% |
| Admin fee / account holder | $15,039 | $16,364-8.1% | $13,901+8.2% | $13,397+12.3% |