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 | $453,042 | $98,750+358.8% | $149,696+202.6% | $79,858+467.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 105.21% | 27.43%+77.8pp | 276.60%-171.4pp | 31.71%+73.5pp |
| Employer contribution / active EE | $8,690 | $3,216+170.2% | $4,644+87.1% | $2,471+251.7% |
| Participant deferral / active EE | $6,928 | $5,680+22.0% | $6,842+1.3% | $3,740+85.2% |
| Admin fee / account holder | $2,093 | $6,053-65.4% | $9,309-77.5% | $5,306-60.6% |