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 6-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 | $854,011 | $159,602+435.1% | $150,045+469.2% | $142,382+499.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.75% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $5,729 | $4,961+15.5% | $4,693+22.1% | $4,299+33.3% |
| Participant deferral / active EE | $22,929 | $8,310+175.9% | $7,997+186.7% | $6,507+252.4% |
| Admin fee / account holder | $9,444 | $14,846-36.4% | $13,435-29.7% | $12,624-25.2% |