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 | $545,157 | $149,040+265.8% | $120,225+353.4% | $137,256+297.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.20% | 605.68%-587.5pp | 439.23%-421.0pp | 220.34%-202.1pp |
| Employer contribution / active EE | $10,936 | $4,350+151.4% | $3,475+214.7% | $4,156+163.1% |
| Participant deferral / active EE | $21,500 | $4,655+361.9% | $3,999+437.7% | $6,407+235.6% |
| Admin fee / account holder | $4,675 | $6,348-26.4% | $5,696-17.9% | $12,270-61.9% |