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 | $1,406,326 | $197,591+611.7% | $177,821+690.9% | $158,922+784.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 110.47% | 58.76%+51.7pp | 48.32%+62.1pp | 302.83%-192.4pp |
| Employer contribution / active EE | $13,044 | $6,697+94.8% | $5,918+120.4% | $4,761+174.0% |
| Participant deferral / active EE | $15,000 | $8,405+78.5% | $7,714+94.5% | $5,982+150.7% |
| Admin fee / account holder | $488 | $15,399-96.8% | $12,427-96.1% | $11,246-95.7% |