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 | $602,468 | $102,966+485.1% | $90,281+567.3% | $152,861+294.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 29.55% | 95.16%-65.6pp | 78.10%-48.5pp | 345.32%-315.8pp |
| Employer contribution / active EE | $18,615 | $3,139+493.1% | $2,854+552.1% | $4,762+290.9% |
| Participant deferral / active EE | $1,934 | $4,281-54.8% | $3,885-50.2% | $5,850-66.9% |
| Admin fee / account holder | $34,090 | $6,171+452.5% | $5,351+537.1% | $11,596+194.0% |