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 | $730,863 | $74,888+875.9% | $71,209+926.4% | $142,382+413.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.49% | 345.14%-327.7pp | 282.51%-265.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $13,431 | $2,854+370.5% | $2,721+393.6% | $4,299+212.4% |
| Participant deferral / active EE | $21,320 | $4,454+378.6% | $4,175+410.6% | $6,507+227.6% |
| Admin fee / account holder | $32,223 | $5,568+478.7% | $5,349+502.4% | $12,624+155.3% |