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 7-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 | $861,358 | $217,402+296.2% | $185,823+363.5% | $167,490+414.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.90% | 148.36%-135.5pp | 122.05%-109.1pp | 478.56%-465.7pp |
| Employer contribution / active EE | $19,503 | $5,873+232.1% | $5,167+277.4% | $4,837+303.2% |
| Participant deferral / active EE | $17,781 | $6,356+179.7% | $5,568+219.3% | $6,341+180.4% |
| Admin fee / account holder | $19,628 | $19,811-0.9% | $16,237+20.9% | $12,309+59.5% |