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 | $288,280 | $135,635+112.5% | $110,238+161.5% | $135,375+112.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 7.12% | 513.19%-506.1pp | 314.74%-307.6pp | 519.73%-512.6pp |
| Employer contribution / active EE | $14,073 | $4,906+186.8% | $3,826+267.8% | $4,779+194.5% |
| Participant deferral / active EE | $11,316 | $5,506+105.5% | $4,672+142.2% | $5,609+101.8% |
| Admin fee / account holder | $45,962 | $11,457+301.2% | $8,547+437.7% | $10,827+324.5% |