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 | $630,731 | $209,411+201.2% | $178,490+253.4% | $158,922+296.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.48% | 188.75%-182.3pp | 151.07%-144.6pp | 302.83%-296.3pp |
| Employer contribution / active EE | $21,715 | $5,706+280.5% | $5,011+333.4% | $4,761+356.1% |
| Participant deferral / active EE | $15,167 | $5,954+154.7% | $5,202+191.6% | $5,982+153.5% |
| Admin fee / account holder | $33,388 | $17,074+95.5% | $13,984+138.8% | $11,246+196.9% |