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 | $525,628 | $105,181+399.7% | $159,436+229.7% | $85,850+512.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 39.51% | 45.07%-5.6pp | 263.57%-224.1pp | 318.53%-279.0pp |
| Employer contribution / active EE | $1,991 | $3,318-40.0% | $4,829-58.8% | $2,565-22.4% |
| Participant deferral / active EE | $12,608 | $5,945+112.1% | $7,352+71.5% | $3,952+219.0% |
| Admin fee / account holder | $6,394 | $6,933-7.8% | $10,799-40.8% | $6,260+2.1% |