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 | $434,679 | $90,320+381.3% | $59,496+630.6% | $125,391+246.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | 36.75% | 369.13%-332.4pp | 182.05%-145.3pp | 282.22%-245.5pp |
| Employer contribution / active EE | $8,716 | $1,792+386.5% | $1,153+656.0% | $4,866+79.1% |
| Participant deferral / active EE | $9,878 | $2,716+263.7% | $1,829+440.0% | $5,352+84.6% |
| Admin fee / account holder | $2,374 | $3,063-22.5% | $2,232+6.3% | $9,540-75.1% |