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 | $607,107 | $105,859+473.5% | $90,160+573.4% | $147,584+311.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 30.18% | 37.63%-7.4pp | 34.88%-4.7pp | 578.55%-548.4pp |
| Employer contribution / active EE | $38,403 | $4,126+830.7% | $3,318+1057.4% | $4,876+687.5% |
| Participant deferral / active EE | $25,751 | $5,733+349.1% | $5,288+387.0% | $5,439+373.5% |
| Admin fee / account holder | $2,730 | $8,046-66.1% | $5,943-54.1% | $10,885-74.9% |