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 | $1,315,366 | $111,814+1076.4% | $93,654+1304.5% | $145,959+801.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.84% | 203.30%-194.5pp | 133.34%-124.5pp | 561.95%-553.1pp |
| Employer contribution / active EE | $53,403 | $3,092+1627.4% | $2,421+2106.0% | $4,661+1045.8% |
| Participant deferral / active EE | $101,523 | $4,914+1965.8% | $4,413+2200.7% | $6,689+1417.9% |
| Admin fee / account holder | $23,389 | $10,246+128.3% | $8,282+182.4% | $13,398+74.6% |