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 7-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 | $1,171,532 | $158,398+639.6% | $126,539+825.8% | $142,382+722.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.60% | 593.76%-582.2pp | 425.95%-414.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $16,007 | $4,650+244.2% | $3,674+335.7% | $4,299+272.3% |
| Participant deferral / active EE | $7,750 | $4,767+62.6% | $4,083+89.8% | $6,507+19.1% |
| Admin fee / account holder | $24,619 | $6,918+255.9% | $6,065+305.9% | $12,624+95.0% |