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 | $428,605 | $114,381+274.7% | $107,525+298.6% | $142,382+201.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.42% | 242.71%-230.3pp | 181.32%-168.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $18,598 | $4,015+363.3% | $3,754+395.5% | $4,299+332.6% |
| Participant deferral / active EE | $13,314 | $5,564+139.3% | $5,116+160.3% | $6,507+104.6% |
| Admin fee / account holder | $1,095 | $9,860-88.9% | $8,919-87.7% | $12,624-91.3% |