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 | $443,736 | $157,256+182.2% | $141,162+214.3% | $152,861+190.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 42.77% | 64.32%-21.6pp | 71.39%-28.6pp | 345.32%-302.5pp |
| Employer contribution / active EE | $22,601 | $5,261+329.6% | $4,735+377.3% | $4,762+374.6% |
| Participant deferral / active EE | $8,201 | $7,109+15.4% | $6,709+22.2% | $5,850+40.2% |
| Admin fee / account holder | $28,922 | $12,120+138.6% | $10,261+181.9% | $11,596+149.4% |