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 8-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 | $659,176 | $74,888+780.2% | $71,209+825.7% | $142,382+363.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 18.68% | 345.14%-326.5pp | 282.51%-263.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $22,118 | $2,854+674.9% | $2,721+712.9% | $4,299+414.5% |
| Participant deferral / active EE | $15,500 | $4,454+248.0% | $4,175+271.2% | $6,507+138.2% |
| Admin fee / account holder | $7,435 | $5,568+33.5% | $5,349+39.0% | $12,624-41.1% |