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 | $855,045 | $81,460+949.7% | $103,333+727.5% | $80,856+957.5% |
| Participation rate | 97.4% | 66.8%+30.5pp | 74.5%+22.9pp | 67.6%+29.7pp |
| Annual return | 38.03% | 25.55%+12.5pp | 24.88%+13.2pp | 35.59%+2.4pp |
| Employer contribution / active EE | $30,170 | $3,105+871.6% | $3,868+680.0% | $2,755+995.2% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $28,993 | $6,566+341.5% | $8,355+247.0% | $6,918+319.1% |