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 6-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 | $936,647 | $102,966+809.7% | $90,281+937.5% | $152,861+512.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 31.45% | 95.16%-63.7pp | 78.10%-46.7pp | 345.32%-313.9pp |
| Employer contribution / active EE | $12,523 | $3,139+299.0% | $2,854+338.7% | $4,762+163.0% |
| Participant deferral / active EE | $25,000 | $4,281+483.9% | $3,885+543.4% | $5,850+327.3% |
| Admin fee / account holder | $37,060 | $6,171+500.6% | $5,351+592.6% | $11,596+219.6% |