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 | $515,236 | $159,602+222.8% | $150,045+243.4% | $142,382+261.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.59% | 70.24%-56.6pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $15,930 | $4,961+221.1% | $4,693+239.4% | $4,299+270.5% |
| Participant deferral / active EE | $14,483 | $8,310+74.3% | $7,997+81.1% | $6,507+122.6% |
| Admin fee / account holder | $2,790 | $14,846-81.2% | $13,435-79.2% | $12,624-77.9% |