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 7-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 | $475,915 | $176,056+170.3% | $159,436+198.5% | $167,490+184.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.98% | 331.75%-321.8pp | 263.57%-253.6pp | 478.56%-468.6pp |
| Employer contribution / active EE | $32,204 | $5,297+508.0% | $4,829+566.8% | $4,837+565.7% |
| Participant deferral / active EE | $11,305 | $7,750+45.9% | $7,352+53.8% | $6,341+78.3% |
| Admin fee / account holder | $4,377 | $12,554-65.1% | $10,799-59.5% | $12,309-64.4% |