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 | $538,188 | $112,881+376.8% | $90,951+491.7% | $158,922+238.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.03% | 215.79%-195.8pp | 134.60%-114.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $15,089 | $2,893+421.5% | $2,122+611.1% | $4,761+216.9% |
| Participant deferral / active EE | $16,765 | $4,128+306.2% | $3,373+397.0% | $5,982+180.3% |
| Admin fee / account holder | $1,874 | $8,041-76.7% | $5,959-68.5% | $11,246-83.3% |