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 3-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 | $634,898 | $149,040+326.0% | $120,225+428.1% | $137,256+362.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.79% | 605.68%-586.9pp | 439.23%-420.4pp | 220.34%-201.6pp |
| Employer contribution / active EE | $6,250 | $4,350+43.7% | $3,475+79.8% | $4,156+50.4% |
| Participant deferral / active EE | $23,500 | $4,655+404.9% | $3,999+487.7% | $6,407+266.8% |
| Admin fee / account holder | $537 | $6,348-91.5% | $5,696-90.6% | $12,270-95.6% |