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 6-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 | $867,313 | $209,411+314.2% | $178,490+385.9% | $158,922+445.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 61.83% | 188.75%-126.9pp | 151.07%-89.2pp | 302.83%-241.0pp |
| Employer contribution / active EE | $38,380 | $5,706+572.6% | $5,011+666.0% | $4,761+706.1% |
| Participant deferral / active EE | $13,462 | $5,954+126.1% | $5,202+158.8% | $5,982+125.0% |
| Admin fee / account holder | $1,644 | $17,074-90.4% | $13,984-88.2% | $11,246-85.4% |