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 | $1,260,544 | $159,602+689.8% | $150,045+740.1% | $142,382+785.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.14% | 70.24%-43.1pp | 62.55%-35.4pp | 217.08%-189.9pp |
| Employer contribution / active EE | $42,926 | $4,961+765.4% | $4,693+814.7% | $4,299+898.5% |
| Participant deferral / active EE | $31,111 | $8,310+274.4% | $7,997+289.0% | $6,507+378.1% |
| Admin fee / account holder | $366,650 | $14,846+2369.6% | $13,435+2629.1% | $12,624+2804.5% |