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 6-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 | $604,960 | $74,888+707.8% | $71,209+749.6% | $142,382+324.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.79% | 345.14%-328.4pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $17,025 | $2,854+496.5% | $2,721+525.7% | $4,299+296.0% |
| Participant deferral / active EE | $28,457 | $4,454+538.9% | $4,175+581.6% | $6,507+337.3% |
| Admin fee / account holder | $234,208 | $5,568+4106.1% | $5,349+4278.7% | $12,624+1755.3% |