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 6-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 | $811,451 | $165,984+388.9% | $164,813+392.3% | $145,922+456.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.23% | 100.03%-87.8pp | 69.93%-57.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $7,037 | $5,273+33.5% | $4,341+62.1% | $4,660+51.0% |
| Participant deferral / active EE | $15,850 | $6,959+127.8% | $6,031+162.8% | $6,688+137.0% |
| Admin fee / account holder | $124,077 | $16,648+645.3% | $12,690+877.8% | $13,397+826.2% |