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 | $610,323 | $74,888+715.0% | $71,209+757.1% | $142,382+328.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.89% | 345.14%-329.3pp | 282.51%-266.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $17,849 | $2,854+525.3% | $2,721+556.0% | $4,299+315.2% |
| Participant deferral / active EE | $21,011 | $4,454+371.7% | $4,175+403.2% | $6,507+222.9% |
| Admin fee / account holder | $3,355 | $5,568-39.8% | $5,349-37.3% | $12,624-73.4% |