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 | $463,797 | $111,535+315.8% | $105,223+340.8% | $137,256+237.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.84% | 237.85%-216.0pp | 180.65%-158.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $45,433 | $3,939+1053.3% | $3,689+1131.7% | $4,156+993.2% |
| Participant deferral / active EE | $28,500 | $5,500+418.2% | $5,072+461.9% | $6,407+344.8% |
| Admin fee / account holder | $425 | $9,721-95.6% | $8,859-95.2% | $12,270-96.5% |