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 | $639,078 | $159,602+300.4% | $150,045+325.9% | $142,382+348.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.17% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $28,426 | $4,961+473.0% | $4,693+505.7% | $4,299+561.2% |
| Participant deferral / active EE | $35,275 | $8,310+324.5% | $7,997+341.1% | $6,507+442.1% |
| Admin fee / account holder | $26,667 | $14,846+79.6% | $13,435+98.5% | $12,624+111.2% |