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 | $602,956 | $126,574+376.4% | $106,213+467.7% | $145,922+313.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.89% | 224.79%-213.9pp | 116.14%-105.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $13,289 | $3,730+256.2% | $3,171+319.0% | $4,660+185.2% |
| Participant deferral / active EE | $8,313 | $5,724+45.2% | $5,016+65.7% | $6,688+24.3% |
| Admin fee / account holder | $5,551 | $17,304-67.9% | $11,033-49.7% | $13,397-58.6% |