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 | $864,795 | $99,877+765.9% | $84,966+917.8% | $145,922+492.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.17% | 83.76%-75.6pp | 66.38%-58.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $5,555 | $3,231+71.9% | $2,727+103.7% | $4,660+19.2% |
| Participant deferral / active EE | $11,367 | $5,291+114.8% | $4,519+151.5% | $6,688+70.0% |
| Admin fee / account holder | $7,752 | $7,248+7.0% | $6,149+26.1% | $13,397-42.1% |