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 5-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 | $1,515,569 | $172,478+778.7% | $145,661+940.5% | $142,382+964.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 18.76% | 151.09%-132.3pp | 101.46%-82.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $5,000 | $4,899+2.1% | $4,238+18.0% | $4,299+16.3% |
| Participant deferral / active EE | $26,875 | $8,348+221.9% | $7,198+273.3% | $6,507+313.0% |
| Admin fee / account holder | $1,641 | $16,864-90.3% | $12,466-86.8% | $12,624-87.0% |