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 | $728,596 | $105,998+587.4% | $92,233+689.9% | $147,584+393.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.32% | 50.05%-30.7pp | 176.28%-157.0pp | 578.55%-559.2pp |
| Employer contribution / active EE | $22,544 | $4,333+420.3% | $3,679+512.7% | $4,876+362.3% |
| Participant deferral / active EE | $14,239 | $4,478+218.0% | $3,897+265.4% | $5,439+161.8% |
| Admin fee / account holder | $8,504 | $6,332+34.3% | $5,194+63.7% | $10,885-21.9% |