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 | $772,333 | $217,402+255.3% | $185,823+315.6% | $167,490+361.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.90% | 148.36%-135.5pp | 122.05%-109.1pp | 478.56%-465.7pp |
| Employer contribution / active EE | $26,808 | $5,873+356.4% | $5,167+418.8% | $4,837+454.2% |
| Participant deferral / active EE | $17,189 | $6,356+170.4% | $5,568+208.7% | $6,341+171.1% |
| Admin fee / account holder | $116,218 | $19,811+486.6% | $16,237+615.7% | $12,309+844.2% |