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 | $602,452 | $202,432+197.6% | $169,368+255.7% | $139,434+332.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.14% | 531.74%-522.6pp | 405.60%-396.5pp | 372.94%-363.8pp |
| Employer contribution / active EE | $5,500 | $4,692+17.2% | $4,013+37.1% | $4,751+15.8% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,710-100.0% |
| Admin fee / account holder | $5,743 | $10,708-46.4% | $9,003-36.2% | $11,403-49.6% |