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 | $576,765 | $214,378+169.0% | $200,582+187.5% | $142,382+305.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 27.58% | 46.41%-18.8pp | 42.33%-14.8pp | 217.08%-189.5pp |
| Employer contribution / active EE | $19,893 | $6,841+190.8% | $6,419+209.9% | $4,299+362.7% |
| Participant deferral / active EE | $23,755 | $9,865+140.8% | $9,331+154.6% | $6,507+265.1% |
| Admin fee / account holder | $25,752 | $17,692+45.6% | $16,305+57.9% | $12,624+104.0% |