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 | $609,789 | $93,571+551.7% | $135,903+348.7% | $75,163+711.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.62% | 30.90%-7.3pp | 68.23%-44.6pp | 160.62%-137.0pp |
| Employer contribution / active EE | $13,320 | $3,537+276.6% | $4,856+174.3% | $2,670+398.9% |
| Participant deferral / active EE | $13,291 | $6,404+107.5% | $7,758+71.3% | $4,125+222.2% |
| Admin fee / account holder | $24,444 | $6,975+250.4% | $10,762+127.1% | $5,651+332.6% |