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 | $864,438 | $176,377+390.1% | $134,143+544.4% | $158,922+443.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 4.52% | 63.63%-59.1pp | 36.33%-31.8pp | 302.83%-298.3pp |
| Employer contribution / active EE | $37,500 | $5,040+644.0% | $3,704+912.5% | $4,761+687.6% |
| Participant deferral / active EE | $26,000 | $4,091+535.5% | $3,499+643.1% | $5,982+334.6% |
| Admin fee / account holder | $3,965 | $8,718-54.5% | $6,684-40.7% | $11,246-64.7% |