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 | $530,046 | $74,888+607.8% | $71,209+644.4% | $142,382+272.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.97% | 345.14%-330.2pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $17,011 | $2,854+496.0% | $2,721+525.2% | $4,299+295.7% |
| Participant deferral / active EE | $7,528 | $4,454+69.0% | $4,175+80.3% | $6,507+15.7% |
| Admin fee / account holder | $51,574 | $5,568+826.2% | $5,349+864.2% | $12,624+308.6% |