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 | $318,576 | $165,335+92.7% | $149,696+112.8% | $158,922+100.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.55% | 348.15%-331.6pp | 276.60%-260.0pp | 302.83%-286.3pp |
| Employer contribution / active EE | $15,480 | $5,103+203.4% | $4,644+233.3% | $4,761+225.1% |
| Participant deferral / active EE | $11,143 | $7,181+55.2% | $6,842+62.9% | $5,982+86.3% |
| Admin fee / account holder | $15,847 | $10,807+46.6% | $9,309+70.2% | $11,246+40.9% |