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 | $736,991 | $70,756+941.6% | $65,493+1025.3% | $142,382+417.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.75% | 1754.89%-1741.1pp | 982.45%-968.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,292 | $2,881-20.4% | $2,574-11.0% | $4,299-46.7% |
| Participant deferral / active EE | $12,600 | $4,637+171.7% | $3,961+218.1% | $6,507+93.6% |
| Admin fee / account holder | $8,807 | $6,559+34.3% | $5,028+75.1% | $12,624-30.2% |