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 | $549,404 | $202,432+171.4% | $169,368+224.4% | $139,434+294.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.49% | 531.74%-512.2pp | 405.60%-386.1pp | 372.94%-353.5pp |
| Employer contribution / active EE | $28,960 | $4,692+517.2% | $4,013+621.7% | $4,751+509.6% |
| Participant deferral / active EE | $22,500 | $6,938+224.3% | $6,221+261.7% | $6,710+235.3% |
| Admin fee / account holder | $3,420 | $10,708-68.1% | $9,003-62.0% | $11,403-70.0% |