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 9-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 | $831,434 | $175,202+374.6% | $149,673+455.5% | $139,434+496.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.80% | 166.71%-148.9pp | 134.42%-116.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $9,047 | $5,474+65.3% | $4,818+87.8% | $4,751+90.4% |
| Participant deferral / active EE | $25,000 | $6,519+283.5% | $5,680+340.1% | $6,710+272.6% |
| Admin fee / account holder | $4,375 | $16,150-72.9% | $13,210-66.9% | $11,403-61.6% |