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 | $555,134 | $74,888+641.3% | $71,209+679.6% | $142,382+289.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.97% | 345.14%-325.2pp | 282.51%-262.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,639 | $2,854-7.6% | $2,721-3.0% | $4,299-38.6% |
| Participant deferral / active EE | $12,183 | $4,454+173.5% | $4,175+191.8% | $6,507+87.2% |
| Admin fee / account holder | $1,631 | $5,568-70.7% | $5,349-69.5% | $12,624-87.1% |