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 | $685,135 | $209,411+227.2% | $178,490+283.9% | $158,922+331.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.34% | 188.75%-176.4pp | 151.07%-138.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $13,909 | $5,706+143.7% | $5,011+177.6% | $4,761+192.1% |
| Participant deferral / active EE | $16,909 | $5,954+184.0% | $5,202+225.1% | $5,982+182.7% |
| Admin fee / account holder | $5,636 | $17,074-67.0% | $13,984-59.7% | $11,246-49.9% |