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 | $637,607 | $104,907+507.8% | $84,611+653.6% | $152,861+317.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.37% | 373.79%-352.4pp | 258.74%-237.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $6,000 | $3,302+81.7% | $2,652+126.2% | $4,762+26.0% |
| Participant deferral / active EE | $21,125 | $4,688+350.6% | $3,899+441.8% | $5,850+261.1% |
| Admin fee / account holder | $1,000 | $6,241-84.0% | $4,912-79.6% | $11,596-91.4% |