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 | $577,027 | $118,849+385.5% | $96,562+497.6% | $167,490+244.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 33.74% | 50.49%-16.7pp | 37.78%-4.0pp | 478.56%-444.8pp |
| Employer contribution / active EE | $23,449 | $3,120+651.7% | $2,356+895.1% | $4,837+384.7% |
| Participant deferral / active EE | $1,628 | $4,616-64.7% | $3,849-57.7% | $6,341-74.3% |
| Admin fee / account holder | $3,687 | $8,065-54.3% | $6,181-40.3% | $12,309-70.0% |