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 | $529,374 | $85,766+517.2% | $136,294+288.4% | $70,131+654.8% |
| Participation rate | 96.6% | 74.2%+22.4pp | 81.9%+14.6pp | 69.5%+27.0pp |
| Annual return | 19.94% | 31.45%-11.5pp | 5155.94%-5136.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $5,172 | $2,966+74.4% | $4,695+10.2% | $2,342+120.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $17,612 | $5,420+224.9% | $9,243+90.5% | $4,645+279.1% |