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 9-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 | $776,806 | $84,233+822.2% | $170,442+355.8% | $70,131+1007.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.02% | 23.06%-10.0pp | 205.93%-192.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $32,016 | $3,387+845.3% | $5,433+489.3% | $2,342+1266.8% |
| Participant deferral / active EE | $8,992 | $3,086+191.4% | $4,939+82.0% | $3,332+169.9% |
| Admin fee / account holder | $1,798 | $5,698-68.4% | $13,880-87.0% | $4,645-61.3% |