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 | $938,767 | $77,634+1109.2% | $156,549+499.7% | $62,891+1392.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.86% | 50.32%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $29,750 | $3,444+763.9% | $5,501+440.8% | $2,281+1204.3% |
| Participant deferral / active EE | $18,391 | $3,045+503.9% | $4,871+277.6% | $3,203+474.2% |
| Admin fee / account holder | $73,097 | $5,561+1214.4% | $13,027+461.1% | $4,296+1601.7% |