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 | $691,990 | $111,535+520.4% | $105,223+557.6% | $137,256+404.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.27% | 237.85%-215.6pp | 180.65%-158.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $19,443 | $3,939+393.6% | $3,689+427.1% | $4,156+367.8% |
| Participant deferral / active EE | $20,167 | $5,500+266.7% | $5,072+297.6% | $6,407+214.8% |
| Admin fee / account holder | $31,574 | $9,721+224.8% | $8,859+256.4% | $12,270+157.3% |