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 | $622,939 | $105,181+492.3% | $159,436+290.7% | $85,850+625.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.29% | 45.07%-26.8pp | 263.57%-245.3pp | 318.53%-300.2pp |
| Employer contribution / active EE | $12,670 | $3,318+281.8% | $4,829+162.3% | $2,565+393.9% |
| Participant deferral / active EE | $14,460 | $5,945+143.2% | $7,352+96.7% | $3,952+265.9% |
| Admin fee / account holder | $2,598 | $6,933-62.5% | $10,799-75.9% | $6,260-58.5% |