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 | $957,977 | $183,963+420.7% | $162,163+490.7% | $152,861+526.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.55% | 150.76%-124.2pp | 115.59%-89.0pp | 345.32%-318.8pp |
| Employer contribution / active EE | $35,237 | $6,371+453.1% | $5,614+527.7% | $4,762+639.9% |
| Participant deferral / active EE | $17,488 | $8,034+117.7% | $7,298+139.6% | $5,850+198.9% |
| Admin fee / account holder | $15,114 | $13,121+15.2% | $10,843+39.4% | $11,596+30.3% |