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 | $567,880 | $157,256+261.1% | $141,162+302.3% | $152,861+271.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.74% | 64.32%-43.6pp | 71.39%-50.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $23,833 | $5,261+353.0% | $4,735+403.3% | $4,762+400.4% |
| Participant deferral / active EE | $25,000 | $7,109+251.6% | $6,709+272.6% | $5,850+327.3% |
| Admin fee / account holder | $10,607 | $12,120-12.5% | $10,261+3.4% | $11,596-8.5% |