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 | $1,438,848 | $159,602+801.5% | $150,045+858.9% | $142,382+910.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.57% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $17,849 | $4,961+259.8% | $4,693+280.3% | $4,299+315.2% |
| Participant deferral / active EE | $39,953 | $8,310+380.8% | $7,997+399.6% | $6,507+514.0% |
| Admin fee / account holder | $251,978 | $14,846+1597.2% | $13,435+1775.6% | $12,624+1896.1% |