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 | $665,480 | $118,450+461.8% | $98,439+576.0% | $139,434+377.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.61% | 18.94%-6.3pp | 21.16%-8.6pp | 372.94%-360.3pp |
| Employer contribution / active EE | $21,076 | $3,609+483.9% | $3,048+591.5% | $4,751+343.6% |
| Participant deferral / active EE | $17,500 | $5,392+224.6% | $4,738+269.4% | $6,710+160.8% |
| Admin fee / account holder | $5,194 | $14,026-63.0% | $8,948-42.0% | $11,403-54.5% |