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 | $771,125 | $96,635+698.0% | $86,612+790.3% | $139,434+453.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.18% | 106.41%-89.2pp | 591.07%-573.9pp | 372.94%-355.8pp |
| Employer contribution / active EE | $21,714 | $3,263+565.5% | $3,022+618.4% | $4,751+357.1% |
| Participant deferral / active EE | $16,624 | $4,836+243.8% | $4,438+274.6% | $6,710+147.7% |
| Admin fee / account holder | $17,816 | $6,408+178.0% | $5,614+217.3% | $11,403+56.2% |