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 | $905,933 | $95,416+849.5% | $185,823+387.5% | $85,850+955.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.24% | 23.59%-9.3pp | 122.05%-107.8pp | 318.53%-304.3pp |
| Employer contribution / active EE | $29,276 | $3,314+783.5% | $5,167+466.6% | $2,565+1041.3% |
| Participant deferral / active EE | $17,652 | $3,423+415.6% | $5,568+217.0% | $3,952+346.7% |
| Admin fee / account holder | $20,289 | $7,213+181.3% | $16,237+25.0% | $6,260+224.1% |