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 | $717,901 | $74,888+858.6% | $71,209+908.2% | $142,382+404.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.63% | 345.14%-328.5pp | 282.51%-265.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $14,687 | $2,854+414.6% | $2,721+439.8% | $4,299+241.6% |
| Participant deferral / active EE | $26,240 | $4,454+489.1% | $4,175+528.5% | $6,507+303.2% |
| Admin fee / account holder | $2,990 | $5,568-46.3% | $5,349-44.1% | $12,624-76.3% |