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 | $352,798 | $175,202+101.4% | $149,673+135.7% | $139,434+153.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.74% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $11,356 | $5,474+107.4% | $4,818+135.7% | $4,751+139.0% |
| Participant deferral / active EE | $8,961 | $6,519+37.5% | $5,680+57.8% | $6,710+33.5% |
| Admin fee / account holder | $2,153 | $16,150-86.7% | $13,210-83.7% | $11,403-81.1% |