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 | $654,156 | $74,888+773.5% | $71,209+818.6% | $142,382+359.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.74% | 345.14%-323.4pp | 282.51%-260.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $3,503 | $2,854+22.7% | $2,721+28.7% | $4,299-18.5% |
| Participant deferral / active EE | $14,138 | $4,454+217.4% | $4,175+238.6% | $6,507+117.3% |
| Admin fee / account holder | $1,363 | $5,568-75.5% | $5,349-74.5% | $12,624-89.2% |