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 | $515,838 | $100,773+411.9% | $88,946+479.9% | $142,382+262.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.08% | 70.18%-49.1pp | 57.82%-36.7pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,538 | $2,918+21.3% | $2,555+38.5% | $4,299-17.7% |
| Participant deferral / active EE | $11,076 | $5,230+111.8% | $4,581+141.8% | $6,507+70.2% |
| Admin fee / account holder | $17,552 | $9,693+81.1% | $8,261+112.5% | $12,624+39.0% |