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 8-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 | $440,975 | $172,478+155.7% | $145,661+202.7% | $142,382+209.7% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.2%+11.7pp | 80.1%+8.8pp |
| Annual return | 18.93% | 151.09%-132.2pp | 101.46%-82.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $13,688 | $4,899+179.4% | $4,238+223.0% | $4,299+218.4% |
| Participant deferral / active EE | $18,663 | $8,348+123.6% | $7,198+159.3% | $6,507+186.8% |
| Admin fee / account holder | $3,929 | $16,864-76.7% | $12,466-68.5% | $12,624-68.9% |