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 | $1,276,893 | $217,402+487.3% | $185,823+587.2% | $167,490+662.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.89% | 148.36%-132.5pp | 122.05%-106.2pp | 478.56%-462.7pp |
| Employer contribution / active EE | $42,919 | $5,873+630.8% | $5,167+730.6% | $4,837+787.2% |
| Participant deferral / active EE | $24,405 | $6,356+283.9% | $5,568+338.3% | $6,341+284.9% |
| Admin fee / account holder | $182,156 | $19,811+819.5% | $16,237+1021.8% | $12,309+1379.9% |