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 | $732,984 | $159,901+358.4% | $146,958+398.8% | $145,922+402.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.87% | 98.13%-75.3pp | 418.34%-395.5pp | 561.29%-538.4pp |
| Employer contribution / active EE | $42,600 | $5,286+705.9% | $4,933+763.6% | $4,660+814.2% |
| Participant deferral / active EE | $13,000 | $8,428+54.2% | $8,070+61.1% | $6,688+94.4% |
| Admin fee / account holder | $92,069 | $15,044+512.0% | $12,998+608.3% | $13,397+587.2% |