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 | $559,933 | $74,888+647.7% | $71,209+686.3% | $142,382+293.3% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 14.93% | 345.14%-330.2pp | 282.51%-267.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $17,906 | $2,854+527.3% | $2,721+558.1% | $4,299+316.5% |
| Participant deferral / active EE | $16,532 | $4,454+271.1% | $4,175+296.0% | $6,507+154.1% |
| Admin fee / account holder | $5,431 | $5,568-2.5% | $5,349+1.5% | $12,624-57.0% |