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 | $473,897 | $160,055+196.1% | $140,016+238.5% | $135,375+250.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 2.96% | 911.38%-908.4pp | 651.12%-648.2pp | 519.73%-516.8pp |
| Employer contribution / active EE | $36,500 | $6,420+468.5% | $5,606+551.1% | $4,779+663.8% |
| Participant deferral / active EE | $19,786 | $7,642+158.9% | $6,927+185.6% | $5,609+252.8% |
| Admin fee / account holder | $3,617 | $13,328-72.9% | $10,705-66.2% | $10,827-66.6% |