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 | $578,432 | $90,348+540.2% | $75,972+661.4% | $145,922+296.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.93% | 620.88%-610.9pp | 359.55%-349.6pp | 561.29%-551.4pp |
| Employer contribution / active EE | $18,391 | $3,311+455.4% | $2,685+585.0% | $4,660+294.7% |
| Participant deferral / active EE | $0 | $5,162-100.0% | $4,255-100.0% | $6,688-100.0% |
| Admin fee / account holder | $8,303 | $8,467-1.9% | $6,467+28.4% | $13,397-38.0% |