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 | $595,427 | $157,256+278.6% | $141,162+321.8% | $152,861+289.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.59% | 64.32%-40.7pp | 71.39%-47.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $20,131 | $5,261+282.6% | $4,735+325.1% | $4,762+322.7% |
| Participant deferral / active EE | $16,716 | $7,109+135.1% | $6,709+149.2% | $5,850+185.7% |
| Admin fee / account holder | $52,047 | $12,120+329.4% | $10,261+407.2% | $11,596+348.8% |