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 | $537,388 | $107,334+400.7% | $92,893+478.5% | $152,861+251.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.16% | 145.58%-125.4pp | 109.41%-89.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $24,559 | $4,221+481.8% | $3,653+572.4% | $4,762+415.7% |
| Participant deferral / active EE | $14,009 | $4,845+189.2% | $4,236+230.7% | $5,850+139.5% |
| Admin fee / account holder | $30,707 | $7,079+333.7% | $5,794+430.0% | $11,596+164.8% |