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 | $740,580 | $209,411+253.6% | $178,490+314.9% | $158,922+366.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.92% | 188.75%-177.8pp | 151.07%-140.1pp | 302.83%-291.9pp |
| Employer contribution / active EE | $24,516 | $5,706+329.6% | $5,011+389.3% | $4,761+414.9% |
| Participant deferral / active EE | $26,000 | $5,954+336.7% | $5,202+399.8% | $5,982+334.6% |
| Admin fee / account holder | $13,419 | $17,074-21.4% | $13,984-4.0% | $11,246+19.3% |