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 5-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 | $406,575 | $175,202+132.1% | $149,673+171.6% | $139,434+191.6% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 14.54% | 166.71%-152.2pp | 134.42%-119.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $13,410 | $5,474+145.0% | $4,818+178.3% | $4,751+182.3% |
| Participant deferral / active EE | $6,853 | $6,519+5.1% | $5,680+20.7% | $6,710+2.1% |
| Admin fee / account holder | $97,510 | $16,150+503.8% | $13,210+638.2% | $11,403+755.2% |