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 9-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 | $1,311,606 | $175,202+648.6% | $149,673+776.3% | $139,434+840.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.86% | 166.71%-129.8pp | 134.42%-97.6pp | 372.94%-336.1pp |
| Employer contribution / active EE | $17,562 | $5,474+220.8% | $4,818+264.5% | $4,751+269.7% |
| Participant deferral / active EE | $22,799 | $6,519+249.8% | $5,680+301.4% | $6,710+239.8% |
| Admin fee / account holder | $39,604 | $16,150+145.2% | $13,210+199.8% | $11,403+247.3% |