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 5-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 | $570,771 | $159,602+257.6% | $150,045+280.4% | $142,382+300.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.44% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $8,983 | $4,961+81.1% | $4,693+91.4% | $4,299+108.9% |
| Participant deferral / active EE | $27,600 | $8,310+232.1% | $7,997+245.1% | $6,507+324.1% |
| Admin fee / account holder | $67,941 | $14,846+357.6% | $13,435+405.7% | $12,624+438.2% |