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 | $703,644 | $135,635+418.8% | $110,238+538.3% | $135,375+419.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 19.71% | 513.19%-493.5pp | 314.74%-295.0pp | 519.73%-500.0pp |
| Employer contribution / active EE | $10,556 | $4,906+115.1% | $3,826+175.9% | $4,779+120.9% |
| Participant deferral / active EE | $9,806 | $5,506+78.1% | $4,672+109.9% | $5,609+74.8% |
| Admin fee / account holder | $5,752 | $11,457-49.8% | $8,547-32.7% | $10,827-46.9% |