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 | $916,596 | $211,958+332.4% | $169,463+440.9% | $135,375+577.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 10.38% | 3.26%+7.1pp | 1.83%+8.5pp | 519.73%-509.4pp |
| Employer contribution / active EE | $21,500 | $5,120+319.9% | $4,159+417.0% | $4,779+349.9% |
| Participant deferral / active EE | $21,000 | $6,075+245.7% | $5,277+298.0% | $5,609+274.4% |
| Admin fee / account holder | $6,273 | $11,471-45.3% | $9,109-31.1% | $10,827-42.1% |