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 | $695,383 | $96,305+622.1% | $80,569+763.1% | $139,434+398.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.78% | 1350.08%-1331.3pp | 935.43%-916.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $20,098 | $3,262+516.1% | $2,723+638.0% | $4,751+323.1% |
| Participant deferral / active EE | $13,086 | $5,232+150.1% | $4,447+194.2% | $6,710+95.0% |
| Admin fee / account holder | $4,805 | $6,599-27.2% | $5,377-10.6% | $11,403-57.9% |