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 | $984,129 | $210,648+367.2% | $177,989+452.9% | $145,922+574.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 30.24% | 385.86%-355.6pp | 294.48%-264.2pp | 561.29%-531.0pp |
| Employer contribution / active EE | $18,889 | $4,565+313.8% | $3,949+378.4% | $4,660+305.4% |
| Participant deferral / active EE | $16,373 | $6,958+135.3% | $6,276+160.9% | $6,688+144.8% |
| Admin fee / account holder | $13,643 | $12,013+13.6% | $10,363+31.7% | $13,397+1.8% |