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 | $1,256,267 | $154,228+714.6% | $145,433+763.8% | $137,256+815.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.76% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $73,669 | $4,804+1433.5% | $4,554+1517.5% | $4,156+1672.6% |
| Participant deferral / active EE | $52,750 | $8,216+542.0% | $7,897+567.9% | $6,407+723.3% |
| Admin fee / account holder | $1,084,530 | $14,344+7461.1% | $13,129+8160.6% | $12,270+8738.8% |