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 | $593,567 | $102,966+476.5% | $90,281+557.5% | $152,861+288.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.86% | 95.16%-76.3pp | 78.10%-59.2pp | 345.32%-326.5pp |
| Employer contribution / active EE | $24,361 | $3,139+676.1% | $2,854+753.4% | $4,762+411.5% |
| Participant deferral / active EE | $10,216 | $4,281+138.6% | $3,885+162.9% | $5,850+74.6% |
| Admin fee / account holder | $3,347 | $6,171-45.8% | $5,351-37.5% | $11,596-71.1% |