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 9-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 | $517,886 | $175,202+195.6% | $149,673+246.0% | $139,434+271.4% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 13.86% | 166.71%-152.9pp | 134.42%-120.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $22,027 | $5,474+302.4% | $4,818+357.2% | $4,751+363.6% |
| Participant deferral / active EE | $16,983 | $6,519+160.5% | $5,680+199.0% | $6,710+153.1% |
| Admin fee / account holder | $38,627 | $16,150+139.2% | $13,210+192.4% | $11,403+238.8% |