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 | $159,602+687.1% | $150,045+737.3% | $142,382+782.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.76% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $73,669 | $4,961+1385.1% | $4,693+1469.7% | $4,299+1613.6% |
| Participant deferral / active EE | $52,750 | $8,310+534.8% | $7,997+559.6% | $6,507+710.6% |
| Admin fee / account holder | $1,084,530 | $14,846+7205.0% | $13,435+7972.6% | $12,624+8491.2% |