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 4-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 | $808,522 | $214,378+277.1% | $200,582+303.1% | $142,382+467.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.43% | 46.41%-25.0pp | 42.33%-20.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $12,899 | $6,841+88.5% | $6,419+101.0% | $4,299+200.0% |
| Participant deferral / active EE | $19,000 | $9,865+92.6% | $9,331+103.6% | $6,507+192.0% |
| Admin fee / account holder | $401 | $17,692-97.7% | $16,305-97.5% | $12,624-96.8% |