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 | $578,626 | $121,625+375.7% | $104,607+453.1% | $158,922+264.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.46% | 465.26%-455.8pp | 340.46%-331.0pp | 302.83%-293.4pp |
| Employer contribution / active EE | $9,150 | $3,163+189.3% | $2,681+241.4% | $4,761+92.2% |
| Participant deferral / active EE | $7,128 | $4,177+70.6% | $3,740+90.6% | $5,982+19.2% |
| Admin fee / account holder | $7,375 | $7,787-5.3% | $6,473+13.9% | $11,246-34.4% |