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 | $804,212 | $109,817+632.3% | $98,442+716.9% | $167,490+380.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.79% | 1956.69%-1942.9pp | 1492.73%-1478.9pp | 478.56%-464.8pp |
| Employer contribution / active EE | $8,506 | $3,224+163.8% | $2,960+187.4% | $4,837+75.8% |
| Participant deferral / active EE | $19,500 | $4,673+317.3% | $4,276+356.0% | $6,341+207.5% |
| Admin fee / account holder | $3,772 | $6,753-44.1% | $5,949-36.6% | $12,309-69.4% |