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 | $851,644 | $148,534+473.4% | $135,903+526.7% | $139,434+510.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.78% | 79.19%-64.4pp | 68.23%-53.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $20,542 | $5,243+291.8% | $4,856+323.0% | $4,751+332.4% |
| Participant deferral / active EE | $12,520 | $8,100+54.6% | $7,758+61.4% | $6,710+86.6% |
| Admin fee / account holder | $3,866 | $12,400-68.8% | $10,762-64.1% | $11,403-66.1% |