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 | $701,474 | $217,402+222.7% | $185,823+277.5% | $167,490+318.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.43% | 148.36%-132.9pp | 122.05%-106.6pp | 478.56%-463.1pp |
| Employer contribution / active EE | $9,557 | $5,873+62.7% | $5,167+85.0% | $4,837+97.6% |
| Participant deferral / active EE | $10,214 | $6,356+60.7% | $5,568+83.5% | $6,341+61.1% |
| Admin fee / account holder | $5,872 | $19,811-70.4% | $16,237-63.8% | $12,309-52.3% |