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 | $518,970 | $209,411+147.8% | $178,490+190.8% | $158,922+226.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.99% | 188.75%-171.8pp | 151.07%-134.1pp | 302.83%-285.8pp |
| Employer contribution / active EE | $4,369 | $5,706-23.4% | $5,011-12.8% | $4,761-8.2% |
| Participant deferral / active EE | $13,454 | $5,954+125.9% | $5,202+158.6% | $5,982+124.9% |
| Admin fee / account holder | $2,309 | $17,074-86.5% | $13,984-83.5% | $11,246-79.5% |