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 | $500,769 | $95,266+425.7% | $82,389+507.8% | $142,382+251.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.50% | 25.74%-5.2pp | 28.67%-8.2pp | 217.08%-196.6pp |
| Employer contribution / active EE | $41,964 | $2,991+1303.0% | $2,517+1567.2% | $4,299+876.1% |
| Participant deferral / active EE | $24,410 | $4,809+407.6% | $4,155+487.5% | $6,507+275.1% |
| Admin fee / account holder | $482 | $8,563-94.4% | $7,231-93.3% | $12,624-96.2% |