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 | $1,103,784 | $89,753+1129.8% | $107,525+926.5% | $84,808+1201.5% |
| Participation rate | 97.6% | 68.1%+29.5pp | 75.1%+22.5pp | 68.3%+29.2pp |
| Annual return | 38.69% | 29.48%+9.2pp | 181.32%-142.6pp | 40.90%-2.2pp |
| Employer contribution / active EE | $28,094 | $3,113+802.3% | $3,754+648.5% | $2,631+967.8% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $20,872 | $7,222+189.0% | $8,919+134.0% | $7,344+184.2% |