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 9-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 | $484,445 | $210,698+129.9% | $178,014+172.1% | $145,959+231.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.28% | 386.27%-373.0pp | 294.80%-281.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $22,931 | $4,567+402.1% | $3,950+480.5% | $4,661+392.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,472 | $12,016-71.1% | $10,362-66.5% | $13,398-74.1% |