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 7-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 | $573,705 | $177,572+223.1% | $154,803+270.6% | $142,382+302.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.44% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $15,709 | $4,810+226.6% | $4,305+264.9% | $4,299+265.4% |
| Participant deferral / active EE | $18,953 | $6,272+202.2% | $5,540+242.1% | $6,507+191.3% |
| Admin fee / account holder | $2,690 | $16,786-84.0% | $14,329-81.2% | $12,624-78.7% |