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 | $420,572 | $176,056+138.9% | $159,436+163.8% | $167,490+151.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.23% | 331.75%-318.5pp | 263.57%-250.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $7,074 | $5,297+33.5% | $4,829+46.5% | $4,837+46.2% |
| Participant deferral / active EE | $12,308 | $7,750+58.8% | $7,352+67.4% | $6,341+94.1% |
| Admin fee / account holder | $163,151 | $12,554+1199.6% | $10,799+1410.9% | $12,309+1225.5% |