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 | $578,949 | $99,020+484.7% | $86,590+568.6% | $147,584+292.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.89% | 1312.34%-1295.4pp | 964.84%-948.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $23,497 | $3,132+650.3% | $2,839+727.6% | $4,876+381.9% |
| Participant deferral / active EE | $7,832 | $3,972+97.2% | $3,609+117.0% | $5,439+44.0% |
| Admin fee / account holder | $3,462 | $5,710-39.4% | $4,906-29.4% | $10,885-68.2% |