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 | $320,024 | $202,432+58.1% | $169,368+89.0% | $139,434+129.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.60% | 531.74%-508.1pp | 405.60%-382.0pp | 372.94%-349.3pp |
| Employer contribution / active EE | $40,500 | $4,692+763.1% | $4,013+909.3% | $4,751+752.5% |
| Participant deferral / active EE | $43,000 | $6,938+519.8% | $6,221+591.2% | $6,710+540.8% |
| Admin fee / account holder | $2,377 | $10,708-77.8% | $9,003-73.6% | $11,403-79.2% |