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 5-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 | $699,044 | $169,032+313.6% | $129,207+441.0% | $145,922+379.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.66% | 14330.11%-14318.5pp | 9417.33%-9405.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $40,000 | $5,537+622.5% | $4,153+863.1% | $4,660+758.4% |
| Participant deferral / active EE | $19,000 | $4,987+281.0% | $4,168+355.9% | $6,688+184.1% |
| Admin fee / account holder | $7,182 | $9,954-27.9% | $7,715-6.9% | $13,397-46.4% |