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 | $542,134 | $111,535+386.1% | $105,223+415.2% | $137,256+295.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.87% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $22,421 | $3,939+469.2% | $3,689+507.9% | $4,156+439.5% |
| Participant deferral / active EE | $14,612 | $5,500+165.7% | $5,072+188.1% | $6,407+128.1% |
| Admin fee / account holder | $22,183 | $9,721+128.2% | $8,859+150.4% | $12,270+80.8% |