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 | $669,477 | $104,907+538.2% | $84,611+691.2% | $152,861+338.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 189.58% | 373.79%-184.2pp | 258.74%-69.2pp | 345.32%-155.7pp |
| Employer contribution / active EE | $30,850 | $3,302+834.4% | $2,652+1063.2% | $4,762+547.8% |
| Participant deferral / active EE | $25,000 | $4,688+433.3% | $3,899+541.2% | $5,850+327.3% |
| Admin fee / account holder | $2,780 | $6,241-55.4% | $4,912-43.4% | $11,596-76.0% |