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 | $515,835 | $148,534+247.3% | $135,903+279.6% | $139,434+269.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.40% | 79.19%-63.8pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $22,912 | $5,243+337.0% | $4,856+371.8% | $4,751+382.3% |
| Participant deferral / active EE | $8,362 | $8,100+3.2% | $7,758+7.8% | $6,710+24.6% |
| Admin fee / account holder | $3,294 | $12,400-73.4% | $10,762-69.4% | $11,403-71.1% |