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 | $706,921 | $100,852+600.9% | $90,404+682.0% | $158,922+344.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.76% | 1724.20%-1712.4pp | 1293.02%-1281.3pp | 302.83%-291.1pp |
| Employer contribution / active EE | $28,710 | $3,689+678.4% | $3,262+780.1% | $4,761+503.0% |
| Participant deferral / active EE | $7,931 | $4,348+82.4% | $3,963+100.1% | $5,982+32.6% |
| Admin fee / account holder | $1,723 | $6,501-73.5% | $5,611-69.3% | $11,246-84.7% |