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 | $546,551 | $137,414+297.7% | $189,513+188.4% | $85,850+536.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 23.39% | 38.14%-14.8pp | 555.15%-531.8pp | 318.53%-295.1pp |
| Employer contribution / active EE | $4,067 | $4,344-6.4% | $6,162-34.0% | $2,565+58.6% |
| Participant deferral / active EE | $12,459 | $6,260+99.0% | $8,221+51.5% | $3,952+215.3% |
| Admin fee / account holder | $3,814 | $8,630-55.8% | $12,045-68.3% | $6,260-39.1% |