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 | $715,132 | $217,402+228.9% | $185,823+284.8% | $167,490+327.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.18% | 148.36%-124.2pp | 122.05%-97.9pp | 478.56%-454.4pp |
| Employer contribution / active EE | $6,631 | $5,873+12.9% | $5,167+28.3% | $4,837+37.1% |
| Participant deferral / active EE | $5,754 | $6,356-9.5% | $5,568+3.3% | $6,341-9.3% |
| Admin fee / account holder | $23,273 | $19,811+17.5% | $16,237+43.3% | $12,309+89.1% |