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 | $514,747 | $169,032+204.5% | $129,207+298.4% | $145,922+252.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 23.83% | 14330.11%-14306.3pp | 9417.33%-9393.5pp | 561.29%-537.5pp |
| Employer contribution / active EE | $27,744 | $5,537+401.1% | $4,153+568.0% | $4,660+495.4% |
| Participant deferral / active EE | $22,140 | $4,987+343.9% | $4,168+431.2% | $6,688+231.0% |
| Admin fee / account holder | $3,172 | $9,954-68.1% | $7,715-58.9% | $13,397-76.3% |