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 | $319,658 | $105,998+201.6% | $92,233+246.6% | $147,584+116.6% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 11.19% | 50.05%-38.9pp | 176.28%-165.1pp | 578.55%-567.4pp |
| Employer contribution / active EE | $13,514 | $4,333+211.9% | $3,679+267.3% | $4,876+177.1% |
| Participant deferral / active EE | $2,327 | $4,478-48.0% | $3,897-40.3% | $5,439-57.2% |
| Admin fee / account holder | $26,825 | $6,332+323.6% | $5,194+416.5% | $10,885+146.4% |