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 | $509,520 | $104,907+385.7% | $84,611+502.2% | $152,861+233.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 30.42% | 373.79%-343.4pp | 258.74%-228.3pp | 345.32%-314.9pp |
| Employer contribution / active EE | $8,484 | $3,302+157.0% | $2,652+219.9% | $4,762+78.2% |
| Participant deferral / active EE | $18,771 | $4,688+300.4% | $3,899+381.5% | $5,850+220.9% |
| Admin fee / account holder | $7,736 | $6,241+24.0% | $4,912+57.5% | $11,596-33.3% |