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 | $520,360 | $117,381+343.3% | $99,443+423.3% | $152,861+240.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 9.97% | 31.87%-21.9pp | 30.72%-20.7pp | 345.32%-335.3pp |
| Employer contribution / active EE | $8,888 | $3,013+195.0% | $2,540+249.9% | $4,762+86.6% |
| Participant deferral / active EE | $6,549 | $4,086+60.3% | $3,619+81.0% | $5,850+11.9% |
| Admin fee / account holder | $5,110 | $7,631-33.0% | $6,250-18.2% | $11,596-55.9% |