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 5-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 | $742,885 | $74,888+892.0% | $71,209+943.2% | $142,382+421.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.30% | 345.14%-321.8pp | 282.51%-259.2pp | 217.08%-193.8pp |
| Employer contribution / active EE | $13,855 | $2,854+385.4% | $2,721+409.2% | $4,299+222.3% |
| Participant deferral / active EE | $16,577 | $4,454+272.2% | $4,175+297.0% | $6,507+154.8% |
| Admin fee / account holder | $4,185 | $5,568-24.8% | $5,349-21.8% | $12,624-66.8% |