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 | $600,209 | $137,414+336.8% | $189,513+216.7% | $85,850+599.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 28.56% | 38.14%-9.6pp | 555.15%-526.6pp | 318.53%-290.0pp |
| Employer contribution / active EE | $16,877 | $4,344+288.5% | $6,162+173.9% | $2,565+557.9% |
| Participant deferral / active EE | $15,742 | $6,260+151.5% | $8,221+91.5% | $3,952+298.4% |
| Admin fee / account holder | $36,831 | $8,630+326.8% | $12,045+205.8% | $6,260+488.4% |