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 | $602,645 | $167,307+260.2% | $143,757+319.2% | $134,475+348.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 183.41% | 0.46%+182.9pp | -0.04%+183.5pp | 417.96%-234.6pp |
| Employer contribution / active EE | $15,732 | $5,619+180.0% | $4,951+217.8% | $4,740+231.9% |
| Participant deferral / active EE | $18,450 | $6,446+186.2% | $5,637+227.3% | $6,400+188.3% |
| Admin fee / account holder | $45,688 | $18,088+152.6% | $14,673+211.4% | $11,426+299.9% |