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 10-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 | $706,867 | $74,888+843.9% | $71,209+892.7% | $142,382+396.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.15% | 345.14%-329.0pp | 282.51%-266.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $27,722 | $2,854+871.2% | $2,721+918.8% | $4,299+544.8% |
| Participant deferral / active EE | $17,029 | $4,454+282.3% | $4,175+307.9% | $6,507+161.7% |
| Admin fee / account holder | $8,650 | $5,568+55.3% | $5,349+61.7% | $12,624-31.5% |