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 | $477,317 | $202,432+135.8% | $169,368+181.8% | $139,434+242.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.46% | 531.74%-518.3pp | 405.60%-392.1pp | 372.94%-359.5pp |
| Employer contribution / active EE | $34,100 | $4,692+626.7% | $4,013+749.8% | $4,751+617.8% |
| Participant deferral / active EE | $27,500 | $6,938+296.4% | $6,221+342.0% | $6,710+309.8% |
| Admin fee / account holder | $5,384 | $10,708-49.7% | $9,003-40.2% | $11,403-52.8% |