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 7-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 | $606,729 | $127,065+377.5% | $113,168+436.1% | $142,382+326.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 42.11% | 24.03%+18.1pp | 24.27%+17.8pp | 217.08%-175.0pp |
| Employer contribution / active EE | $55,996 | $3,442+1526.8% | $2,975+1782.1% | $4,299+1202.5% |
| Participant deferral / active EE | $32,074 | $5,716+461.1% | $5,107+528.1% | $6,507+392.9% |
| Admin fee / account holder | $85,096 | $15,736+440.8% | $12,068+605.2% | $12,624+574.1% |