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 | $769,587 | $85,202+803.3% | $172,739+345.5% | $72,985+954.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.83% | 27.32%-4.5pp | 802.84%-780.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $28,806 | $3,324+766.5% | $5,143+460.1% | $2,440+1080.6% |
| Participant deferral / active EE | $18,894 | $3,260+479.5% | $5,198+263.5% | $3,607+423.8% |
| Admin fee / account holder | $39,590 | $5,884+572.9% | $13,954+183.7% | $5,124+672.6% |