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 | $441,463 | $48,750+805.6% | $88,946+396.3% | $74,304+494.1% |
| Participation rate | 99.1% | 44.5%+54.6pp | 68.8%+30.2pp | 60.3%+38.7pp |
| Annual return | 19.17% | 25.91%-6.7pp | 57.82%-38.7pp | 29.43%-10.3pp |
| Employer contribution / active EE | $26,181 | $1,255+1986.1% | $2,555+924.7% | $2,241+1068.2% |
| Participant deferral / active EE | $0 | $2,423-100.0% | $4,581-100.0% | $3,767-100.0% |
| Admin fee / account holder | $12,088 | $3,756+221.9% | $8,261+46.3% | $2,969+307.2% |