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 3-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 | $918,946 | $169,032+443.7% | $129,207+611.2% | $145,922+529.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.49% | 14330.11%-14318.6pp | 9417.33%-9405.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $16,524 | $5,537+198.4% | $4,153+297.9% | $4,660+254.6% |
| Participant deferral / active EE | $10,167 | $4,987+103.8% | $4,168+143.9% | $6,688+52.0% |
| Admin fee / account holder | $8,428 | $9,954-15.3% | $7,715+9.2% | $13,397-37.1% |