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 | $1,493,590 | $214,378+596.7% | $200,582+644.6% | $142,382+949.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.03% | 46.41%-25.4pp | 42.33%-21.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $15,966 | $6,841+133.4% | $6,419+148.7% | $4,299+271.4% |
| Participant deferral / active EE | $15,921 | $9,865+61.4% | $9,331+70.6% | $6,507+144.7% |
| Admin fee / account holder | $74,179 | $17,692+319.3% | $16,305+355.0% | $12,624+487.6% |