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 | $922,779 | $91,190+911.9% | $178,490+417.0% | $79,858+1055.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 26.83% | 24.19%+2.6pp | 151.07%-124.2pp | 31.71%-4.9pp |
| Employer contribution / active EE | $26,668 | $3,256+719.1% | $5,011+432.2% | $2,471+979.3% |
| Participant deferral / active EE | $17,207 | $3,236+431.7% | $5,202+230.8% | $3,740+360.1% |
| Admin fee / account holder | $41,715 | $6,751+517.9% | $13,984+198.3% | $5,306+686.1% |