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 | $692,345 | $107,334+545.0% | $92,893+645.3% | $152,861+352.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.60% | 145.58%-127.0pp | 109.41%-90.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $27,881 | $4,221+560.5% | $3,653+663.3% | $4,762+485.5% |
| Participant deferral / active EE | $1,980 | $4,845-59.1% | $4,236-53.3% | $5,850-66.2% |
| Admin fee / account holder | $24,442 | $7,079+245.3% | $5,794+321.8% | $11,596+110.8% |