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 8-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 | $454,041 | $51,175+787.2% | $70,515+543.9% | $75,163+504.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 23.85% | 30.02%-6.2pp | 32.77%-8.9pp | 160.62%-136.8pp |
| Employer contribution / active EE | $47,305 | $1,826+2490.5% | $2,973+1490.9% | $2,670+1671.9% |
| Participant deferral / active EE | $27,919 | $2,849+879.8% | $4,567+511.3% | $4,125+576.8% |
| Admin fee / account holder | $52,471 | $4,091+1182.7% | $6,412+718.3% | $5,651+828.5% |