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 | $318,209 | $100,901+215.4% | $75,670+320.5% | $147,584+115.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 77.79% | 35.78%+42.0pp | 27.34%+50.4pp | 578.55%-500.8pp |
| Employer contribution / active EE | $13,686 | $3,253+320.6% | $2,352+481.9% | $4,876+180.7% |
| Participant deferral / active EE | $6,105 | $4,027+51.6% | $3,142+94.3% | $5,439+12.3% |
| Admin fee / account holder | $778 | $11,285-93.1% | $5,800-86.6% | $10,885-92.9% |