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 | $655,633 | $126,574+418.0% | $106,213+517.3% | $145,922+349.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.89% | 224.79%-215.9pp | 116.14%-107.2pp | 561.29%-552.4pp |
| Employer contribution / active EE | $27,936 | $3,730+648.9% | $3,171+780.8% | $4,660+499.5% |
| Participant deferral / active EE | $17,833 | $5,724+211.6% | $5,016+255.5% | $6,688+166.7% |
| Admin fee / account holder | $9,831 | $17,304-43.2% | $11,033-10.9% | $13,397-26.6% |